Concord Wealth Partners’s Ameriprise Financial AMP Stock Holding History

Concord Wealth Partners’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	–	Sell	-5	Closed	-$1.9K	–	856
2023 Q4	$1.9K	Hold	5	–	–	﹤0.01%	717
2023 Q3	$1.65K	Hold	5	–	–	﹤0.01%	897
2023 Q2	$1.66K	Buy	+5	New	+$1.54K	﹤0.01%	899
2023 Q1	–	Sell	-36	Closed	-$11.3K	–	998
2022 Q4	$11.3K	Buy	+36	New	+$11K	﹤0.01%	621
2022 Q3	–	Sell	-91	Closed	-$22K	–	199
2022 Q2	$22K	Buy	91 +28	+44%	+$7.5K	0.01%	522
2022 Q1	$19K	Buy	63 +28	+80%	+$8.47K	﹤0.01%	638
2021 Q4	$11K	Buy	35 +30	+600%	+$8.87K	﹤0.01%	752
2021 Q3	$1K	Sell	5 -46	-90%	-$12K	﹤0.01%	800
2021 Q2	$13K	Sell	51 -2	-4%	-$504	﹤0.01%	572
2021 Q1	$12K	Buy	53 +49	+1,225%	+$10.6K	﹤0.01%	553
2020 Q4	$1K	Buy	+4	New	+$716	﹤0.01%	594

Other funds holding AMP

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Concord Wealth Partners's AMP Position: Q1 2024 in Review

Concord Wealth Partners sold out of Ameriprise Financial (AMP) in Q1 2024, closing a stake of 5 shares — an estimated $1.9K sold.

Concord Wealth Partners first reported a position in AMP in Q4 2020 and held it in 11 quarters. The position peaked at $22K in Q2 2022. 1,243 funds tracked by Wall St. Rank hold AMP as of Q1 2024.

Concord Wealth Partners reported no remaining Ameriprise Financial position as of Q1 2024 after selling out during the quarter.
Concord Wealth Partners sold 5 Ameriprise Financial shares in Q1 2024, an estimated $1.9K.
Concord Wealth Partners first reported a position in Ameriprise Financial in Q4 2020 and held it in 11 quarters.
Concord Wealth Partners's Ameriprise Financial position peaked at $22K in Q2 2022.
1,243 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2024.

Based on Concord Wealth Partners's 13F filing for Q1 2024, filed 30 Apr 2024.