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Duality Advisers’s Ameriprise Financial AMP Stock Holding History

Duality Advisers’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 		– Sell
-3,194
Closed -$1.21M – 587
2023
Q4 		$1.21M Buy
+3,194
New +$1.1M 0.13% 273
2022
Q4 		– Sell
-3,936
Closed -$992K – 574
2022
Q3 		$992K Buy
3,936
+555
+16% +$146K 0.11% 314
2022
Q2 		$804K Sell
3,381
-4,081
-55% -$1.09M 0.08% 391
2022
Q1 		$2.24M Buy
7,462
+5,532
+287% +$1.67M 0.24% 139
2021
Q4 		$582K Buy
+1,930
New +$571K 0.06% 388
2021
Q3 		– Sell
-30,330
Closed -$7.55M – 518
2021
Q2 		$7.55M Buy
30,330
+17,191
+131% +$4.33M 0.67% 25
2021
Q1 		$3.05M Sell
13,139
-29,679
-69% -$6.42M 0.27% 125
2020
Q4 		$8.32M Buy
42,818
+35,458
+482% +$6.35M 0.62% 26
2020
Q3 		$1.13M Buy
7,360
+5,570
+311% +$858K 0.07% 345
2020
Q2 		$269K Buy
+1,790
New +$229K 0.02% 343
2020
Q1 		– Sell
-15,446
Closed -$2.57M – 21
2019
Q4 		$2.57M Buy
+15,446
New +$2.39M 0.15% 179
2019
Q3 		– Sell
-9,310
Closed -$1.35M – 332
2019
Q2 		$1.35M Buy
+9,310
New +$1.35M 0.12% 171

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

Duality Advisers's AMP Position: Q1 2024 in Review

Duality Advisers sold out of Ameriprise Financial (AMP) in Q1 2024, closing a stake of 3,194 shares — an estimated $1.21M sold.

Duality Advisers first reported a position in AMP in Q2 2019 and held it in 12 quarters. The position peaked at $8.32M in Q4 2020. 1,240 funds tracked by Wall St. Rank hold AMP as of Q1 2024.

  • Duality Advisers reported no remaining Ameriprise Financial position as of Q1 2024 after selling out during the quarter.
  • Duality Advisers sold 3,194 Ameriprise Financial shares in Q1 2024, an estimated $1.21M.
  • Duality Advisers first reported a position in Ameriprise Financial in Q2 2019 and held it in 12 quarters.
  • Duality Advisers's Ameriprise Financial position peaked at $8.32M in Q4 2020.
  • 1,240 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2024.

Based on Duality Advisers's 13F filing for Q1 2024, filed 6 May 2024.