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Cetera Advisors’s Ameriprise Financial AMP Stock Holding History

Cetera 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
Q1 		$4.78M Buy
10,900
+3,895
+56% +$1.56M 0.04% 479
2023
Q4 		$2.66M Buy
7,005
+2,395
+52% +$821K 0.04% 423
2023
Q3 		$1.52M Buy
4,610
+351
+8% +$120K 0.02% 563
2023
Q2 		$1.41M Sell
4,259
-494
-10% -$152K 0.02% 590
2023
Q1 		$1.46M Buy
4,753
+1,049
+28% +$344K 0.02% 557
2022
Q4 		$1.15M Buy
3,704
+1,202
+48% +$367K 0.02% 613
2022
Q3 		$630K Buy
2,502
+495
+25% +$130K 0.02% 683
2022
Q2 		$477K Sell
2,007
-38
-2% -$10.2K 0.01% 863
2022
Q1 		$614K Buy
2,045
+112
+6% +$33.9K 0.01% 798
2021
Q4 		$583K Buy
1,933
+42
+2% +$12.4K 0.01% 829
2021
Q3 		$499K Buy
1,891
+165
+10% +$43.2K 0.01% 886
2021
Q2 		$430K Sell
1,726
-270
-14% -$68.1K 0.01% 884
2021
Q1 		$464K Buy
+1,996
New +$432K 0.01% 771
2018
Q1 		– Sell
-2,829
Closed -$478K – 783
2017
Q4 		$478K Buy
2,829
+336
+13% +$53.8K 0.03% 446
2017
Q3 		$373K Buy
+2,493
New +$348K 0.02% 553

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Cetera Advisors's AMP Position: Q1 2024 in Review

Cetera Advisors increased its Ameriprise Financial (AMP) stake by 56% in Q1 2024, buying an estimated $1.56M and bringing the position to 10,900 shares worth $4.78M. The position accounts for 0.04% of the portfolio, ranked #479.

Cetera Advisors first reported a position in AMP in Q3 2017 and has held it in 15 quarters since. 1,240 funds tracked by Wall St. Rank hold AMP as of Q1 2024.

  • Cetera Advisors held 10,900 shares of Ameriprise Financial worth $4.78M as of Q1 2024.
  • Cetera Advisors bought 3,895 Ameriprise Financial shares in Q1 2024, an estimated $1.56M.
  • Ameriprise Financial made up 0.04% of Cetera Advisors's portfolio in Q1 2024, its #479 holding.
  • Cetera Advisors first reported a position in Ameriprise Financial in Q3 2017 and has held it in 15 quarters since.
  • 1,240 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.