Catalyst Capital Advisors’s Ameriprise Financial AMP Stock Holding History

Catalyst Capital Advisors’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	–	Sell	-126	Closed	-$59.2K	–	521
2024 Q3	$59.2K	Sell	126 -224	-64%	-$97.2K	﹤0.01%	318
2024 Q2	$150K	Sell	350 -530	-60%	-$226K	﹤0.01%	215
2024 Q1	$386K	Sell	880 -270	-23%	-$108K	0.01%	181
2023 Q4	$437K	Buy	1,150 +395	+52%	+$135K	0.01%	164
2023 Q3	$249K	Buy	+755	New	+$258K	0.01%	186
2019 Q2	–	Sell	-6,200	Closed	-$794K	–	417
2019 Q1	$794K	Buy	+6,200	New	+$769K	0.03%	154
2016 Q3	–	Sell	-10,000	Closed	-$899K	–	433
2016 Q2	$899K	Buy	+10,000	New	+$966K	0.17%	144
2016 Q1	–	Sell	-3,350	Closed	-$357K	–	495
2015 Q4	$357K	Buy	+3,350	New	+$374K	0.05%	215

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

Catalyst Capital Advisors's AMP Position: Q4 2024 in Review

Catalyst Capital Advisors sold out of Ameriprise Financial (AMP) in Q4 2024, closing a stake of 126 shares — an estimated $59.2K sold.

Catalyst Capital Advisors first reported a position in AMP in Q4 2015 and held it in 8 quarters. The position peaked at $899K in Q2 2016. 1,389 funds tracked by Wall St. Rank hold AMP as of Q4 2024.

Catalyst Capital Advisors reported no remaining Ameriprise Financial position as of Q4 2024 after selling out during the quarter.
Catalyst Capital Advisors sold 126 Ameriprise Financial shares in Q4 2024, an estimated $59.2K.
Catalyst Capital Advisors first reported a position in Ameriprise Financial in Q4 2015 and held it in 8 quarters.
Catalyst Capital Advisors's Ameriprise Financial position peaked at $899K in Q2 2016.
1,389 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2024.

Based on Catalyst Capital Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.