Copley Financial Group’s Ameriprise Financial AMP Stock Holding History

Copley Financial Group’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 Q4	–	Sell	-993	Closed	-$467K	–	113
2024 Q3	$467K	Buy	+993	New	+$431K	0.42%	64

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Copley Financial Group's AMP Position: Q4 2024 in Review

Copley Financial Group sold out of Ameriprise Financial (AMP) in Q4 2024, closing a stake of 993 shares — an estimated $467K sold.

Copley Financial Group first reported a position in AMP in Q3 2024 and held it in 1 quarter. The position peaked at $467K in Q3 2024. 1,389 funds tracked by Wall St. Rank hold AMP as of Q4 2024.

Copley Financial Group reported no remaining Ameriprise Financial position as of Q4 2024 after selling out during the quarter.
Copley Financial Group sold 993 Ameriprise Financial shares in Q4 2024, an estimated $467K.
Copley Financial Group first reported a position in Ameriprise Financial in Q3 2024 and held it in 1 quarter.
Copley Financial Group's Ameriprise Financial position peaked at $467K in Q3 2024.
1,389 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2024.

Based on Copley Financial Group's 13F filing for Q4 2024, filed 5 Mar 2025.