CPG
AMP icon

Custom Portfolio Group’s Ameriprise Financial AMP Stock Holding History

Custom Portfolio 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
Q2 		$17.9K Hold
42
– – 0.01% 145
2024
Q1 		$18.4K Hold
42
– – 0.02% 145
2023
Q4 		$16K Buy
+42
New +$14.4K 0.01% 148

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Custom Portfolio Group's AMP Position: Q2 2024 in Review

Custom Portfolio Group held its Ameriprise Financial (AMP) position steady in Q2 2024 at 42 shares worth $17.9K. The position accounts for 0.01% of the portfolio, ranked #145.

Custom Portfolio Group first reported a position in AMP in Q4 2023 and has held it in 3 quarters since. The position peaked at $18.4K in Q1 2024. 1,248 funds tracked by Wall St. Rank hold AMP as of Q2 2024.

  • Custom Portfolio Group held 42 shares of Ameriprise Financial worth $17.9K as of Q2 2024.
  • Custom Portfolio Group left its Ameriprise Financial share count unchanged in Q2 2024.
  • Ameriprise Financial made up 0.01% of Custom Portfolio Group's portfolio in Q2 2024, its #145 holding.
  • Custom Portfolio Group first reported a position in Ameriprise Financial in Q4 2023 and has held it in 3 quarters since.
  • Custom Portfolio Group's Ameriprise Financial position peaked at $18.4K in Q1 2024.
  • 1,248 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.