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Connectus Wealth’s Ameriprise Financial AMP Stock Holding History

Connectus Wealth’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 		$23.6M Buy
53,647
+47,722
+805% +$19.1M 0.65% 40
2023
Q4 		$2.27M Sell
5,925
-186
-3% -$63.8K 0.05% 251
2023
Q3 		$2.03M Sell
6,111
-422
-6% -$144K 0.05% 252
2023
Q2 		$2.18M Buy
6,533
+129
+2% +$39.6K 0.05% 202
2023
Q1 		$1.97M Buy
6,404
+620
+11% +$203K 0.05% 219
2022
Q4 		$1.81M Sell
5,784
-4,795
-45% -$1.46M 0.04% 212
2022
Q3 		$2.67M Buy
10,579
+745
+8% +$196K 0.06% 234
2022
Q2 		$2.34M Buy
+9,834
New +$2.63M 0.05% 198
2022
Q1 		– Sell
-706
Closed -$213K – 358
2021
Q4 		$213K Buy
+706
New +$209K 0.01% 323

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

Connectus Wealth's AMP Position: Q1 2024 in Review

Connectus Wealth increased its Ameriprise Financial (AMP) stake by 805% in Q1 2024, buying an estimated $19.1M and bringing the position to 53,647 shares worth $23.6M. The position accounts for 0.65% of the portfolio, ranked #40.

Connectus Wealth first reported a position in AMP in Q4 2021 and has held it in 9 quarters since. 1,240 funds tracked by Wall St. Rank hold AMP as of Q1 2024.

  • Connectus Wealth held 53,647 shares of Ameriprise Financial worth $23.6M as of Q1 2024.
  • Connectus Wealth bought 47,722 Ameriprise Financial shares in Q1 2024, an estimated $19.1M.
  • Ameriprise Financial made up 0.65% of Connectus Wealth's portfolio in Q1 2024, its #40 holding.
  • Connectus Wealth first reported a position in Ameriprise Financial in Q4 2021 and has held it in 9 quarters since.
  • 1,240 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.