Colonial Trust Advisors’s Ameriprise Financial AMP Stock Holding History

Colonial Trust 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 Q2	–	Sell	-1	Closed	-$438	–	769
2024 Q1	$438	Hold	1	–	–	﹤0.01%	918
2023 Q4	$380	Hold	1	–	–	﹤0.01%	834
2023 Q3	$330	Hold	1	–	–	﹤0.01%	850
2023 Q2	$332	Hold	1	–	–	﹤0.01%	857
2023 Q1	$307	Buy	+1	New	+$328	﹤0.01%	851

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

Colonial Trust Advisors's AMP Position: Q2 2024 in Review

Colonial Trust Advisors sold out of Ameriprise Financial (AMP) in Q2 2024, closing a stake of 1 share — an estimated $438 sold.

Colonial Trust Advisors first reported a position in AMP in Q1 2023 and held it in 5 quarters. The position peaked at $438 in Q1 2024. 1,245 funds tracked by Wall St. Rank hold AMP as of Q2 2024.

Colonial Trust Advisors reported no remaining Ameriprise Financial position as of Q2 2024 after selling out during the quarter.
Colonial Trust Advisors sold 1 Ameriprise Financial share in Q2 2024, an estimated $438.
Colonial Trust Advisors first reported a position in Ameriprise Financial in Q1 2023 and held it in 5 quarters.
Colonial Trust Advisors's Ameriprise Financial position peaked at $438 in Q1 2024.
1,245 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2024.

Based on Colonial Trust Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.