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Dechtman Wealth Management’s Ameriprise Financial AMP Stock Holding History

Dechtman Wealth Management’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 		$255K Buy
478
+1
+0.2% +$534 0.05% 57
2024
Q3 		$224K Buy
477
+2
+0.4% +$868 0.05% 63
2024
Q2 		$203K Buy
475
+1
+0.2% +$427 0.05% 60
2024
Q1 		$208K Buy
+474
New +$190K 0.05% 63

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Dechtman Wealth Management's AMP Position: Q4 2024 in Review

Dechtman Wealth Management increased its Ameriprise Financial (AMP) stake by 0.21% in Q4 2024, buying an estimated $534 and bringing the position to 478 shares worth $255K. The position accounts for 0.05% of the portfolio, ranked #57.

Dechtman Wealth Management first reported a position in AMP in Q1 2024 and has held it in 4 quarters since. 1,393 funds tracked by Wall St. Rank hold AMP as of Q4 2024.

  • Dechtman Wealth Management held 478 shares of Ameriprise Financial worth $255K as of Q4 2024.
  • Dechtman Wealth Management bought 1 Ameriprise Financial share in Q4 2024, an estimated $534.
  • Ameriprise Financial made up 0.05% of Dechtman Wealth Management's portfolio in Q4 2024, its #57 holding.
  • Dechtman Wealth Management first reported a position in Ameriprise Financial in Q1 2024 and has held it in 4 quarters since.
  • 1,393 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2024.

Based on Dechtman Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.