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Donoghue Forlines’s Ameriprise Financial AMP Stock Holding History

Donoghue Forlines’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
-6,099
Closed -$2.87M – 111
2024
Q3 		$2.87M Buy
6,099
+2,634
+76% +$1.14M 0.82% 19
2024
Q2 		$1.48M Buy
+3,465
New +$1.48M 0.42% 61
2023
Q4 		– Sell
-3,932
Closed -$1.3M – 219
2023
Q3 		$1.3M Sell
3,932
-1,398
-26% -$477K 0.46% 52
2023
Q2 		$1.77M Buy
5,330
+296
+6% +$91K 0.55% 30
2023
Q1 		$1.54M Sell
5,034
-1,982
-28% -$649K 0.56% 33
2022
Q4 		$2.18M Buy
7,016
+2,713
+63% +$827K 0.77% 21
2022
Q3 		$1.08M Sell
4,303
-149
-3% -$39.2K 0.39% 28
2022
Q2 		$1.06M Sell
4,452
-1,685
-27% -$451K 0.28% 81
2022
Q1 		$1.84M Sell
6,137
-48
-0.8% -$14.5K 0.4% 52
2021
Q4 		$1.87M Buy
+6,185
New +$1.83M 0.32% 64
2021
Q2 		– Sell
-13,078
Closed -$3.04M – 201
2021
Q1 		$3.04M Buy
+13,078
New +$2.83M 0.59% 34

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Donoghue Forlines's AMP Position: Q4 2024 in Review

Donoghue Forlines sold out of Ameriprise Financial (AMP) in Q4 2024, closing a stake of 6,099 shares — an estimated $2.87M sold.

Donoghue Forlines first reported a position in AMP in Q1 2021 and held it in 11 quarters. The position peaked at $3.04M in Q1 2021. 1,389 funds tracked by Wall St. Rank hold AMP as of Q4 2024.

  • Donoghue Forlines reported no remaining Ameriprise Financial position as of Q4 2024 after selling out during the quarter.
  • Donoghue Forlines sold 6,099 Ameriprise Financial shares in Q4 2024, an estimated $2.87M.
  • Donoghue Forlines first reported a position in Ameriprise Financial in Q1 2021 and held it in 11 quarters.
  • Donoghue Forlines's Ameriprise Financial position peaked at $3.04M in Q1 2021.
  • 1,389 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2024.

Based on Donoghue Forlines's 13F filing for Q4 2024, filed 17 Jan 2025.