Cassady Schiller Wealth Management’s Ameriprise Financial AMP Stock Holding History

Cassady Schiller Wealth Management’s Portfolio AMP Stock Details AMP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$24K	Buy	45 +5	+13%	+$2.67K	0.01%	263
2024 Q3	$18.8K	Hold	40	–	–	0.01%	279
2024 Q2	$17.1K	Hold	40	–	–	0.01%	284
2024 Q1	$17.5K	Hold	40	–	–	0.01%	300
2023 Q4	$15.2K	Hold	40	–	–	0.01%	300
2023 Q3	$13.2K	Hold	40	–	–	0.01%	312
2023 Q2	$13.3K	Hold	40	–	–	0.01%	317
2023 Q1	$12.3K	Hold	40	–	–	0.01%	308
2022 Q4	$12.5K	Buy	+40	New	+$12.2K	0.01%	302
2022 Q1	–	Sell	-43	Closed	-$13K	–	134
2021 Q4	$13K	Buy	+43	New	+$12.7K	0.01%	298

Other funds holding AMP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Cassady Schiller Wealth Management's AMP Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Ameriprise Financial (AMP) stake by 13% in Q4 2024, buying an estimated $2.67K and bringing the position to 45 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #263.

Cassady Schiller Wealth Management first reported a position in AMP in Q4 2021 and has held it in 10 quarters since. 1,389 funds tracked by Wall St. Rank hold AMP as of Q4 2024.

Cassady Schiller Wealth Management held 45 shares of Ameriprise Financial worth $24K as of Q4 2024.
Cassady Schiller Wealth Management bought 5 Ameriprise Financial shares in Q4 2024, an estimated $2.67K.
Ameriprise Financial made up 0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #263 holding.
Cassady Schiller Wealth Management first reported a position in Ameriprise Financial in Q4 2021 and has held it in 10 quarters since.
1,389 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.