Charles D. Hyman’s Ameriprise Financial AMP Stock Holding History

Charles D. Hyman’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 Q2	$323K	Hold	755	–	–	0.02%	194
2024 Q1	$331K	Hold	755	–	–	0.02%	200
2023 Q4	$287K	Hold	755	–	–	0.02%	209
2023 Q3	$249K	Hold	755	–	–	0.02%	213
2023 Q2	$251K	Sell	755 -48	-6%	-$14.8K	0.02%	217
2023 Q1	$246K	Hold	803	–	–	0.02%	217
2022 Q4	$250K	Hold	803	–	–	0.02%	209
2022 Q3	$202K	Sell	803 -1,000	-55%	-$263K	0.02%	225
2022 Q2	$429K	Hold	1,803	–	–	0.03%	162
2022 Q1	$542K	Buy	1,803 +755	+72%	+$228K	0.03%	153
2021 Q4	$316K	Hold	1,048	–	–	0.02%	204
2021 Q3	$277K	Hold	1,048	–	–	0.02%	206
2021 Q2	$261K	Hold	1,048	–	–	0.02%	212
2021 Q1	$244K	Sell	1,048 -126	-11%	-$27.2K	0.02%	212
2020 Q4	$228K	Sell	1,174 -500	-30%	-$89.5K	0.02%	219
2020 Q3	$258K	Hold	1,674	–	–	0.02%	193
2020 Q2	$251K	Buy	+1,674	New	+$215K	0.02%	191
2020 Q1	–	Sell	-1,674	Closed	-$279K	–	187
2019 Q4	$279K	Buy	1,674 +48	+3%	+$7.44K	0.03%	174
2019 Q3	$239K	Hold	1,626	–	–	0.03%	170
2019 Q2	$236K	Hold	1,626	–	–	0.02%	173
2019 Q1	$208K	Buy	+1,626	New	+$202K	0.02%	176
2018 Q4	–	Sell	-1,626	Closed	-$240K	–	172
2018 Q3	$240K	Hold	1,626	–	–	0.02%	162
2018 Q2	$227K	Hold	1,626	–	–	0.03%	163
2018 Q1	$241K	Hold	1,626	–	–	0.03%	153
2017 Q4	$276K	Hold	1,626	–	–	0.03%	138
2017 Q3	$241K	Sell	1,626 -150	-8%	-$20.9K	0.03%	136
2017 Q2	$226K	Hold	1,776	–	–	0.03%	132
2017 Q1	$230K	Buy	+1,776	New	+$220K	0.03%	127

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Norges Bank Oslo, Norway $935B AUM

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

Charles D. Hyman's AMP Position: Q2 2024 in Review

Charles D. Hyman held its Ameriprise Financial (AMP) position steady in Q2 2024 at 755 shares worth $323K. The position accounts for 0.02% of the portfolio, ranked #194.

Charles D. Hyman first reported a position in AMP in Q1 2017 and has held it in 28 quarters since. The position peaked at $542K in Q1 2022. 1,245 funds tracked by Wall St. Rank hold AMP as of Q2 2024.

Charles D. Hyman held 755 shares of Ameriprise Financial worth $323K as of Q2 2024.
Charles D. Hyman left its Ameriprise Financial share count unchanged in Q2 2024.
Ameriprise Financial made up 0.02% of Charles D. Hyman's portfolio in Q2 2024, its #194 holding.
Charles D. Hyman first reported a position in Ameriprise Financial in Q1 2017 and has held it in 28 quarters since.
Charles D. Hyman's Ameriprise Financial position peaked at $542K in Q1 2022.
1,245 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2024.

Based on Charles D. Hyman's 13F filing for Q2 2024, filed 25 Jul 2024.