Duncker Streett & Co’s Ameriprise Financial AMP Stock Holding History

Duncker Streett & Co’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	-33	Closed	-$15.5K	–	531
2024 Q3	$15.5K	Buy	+33	New	+$14.3K	﹤0.01%	391
2020 Q2	–	Sell	-365	Closed	-$37K	–	511
2020 Q1	$37K	Hold	365	–	–	0.01%	342
2019 Q4	$61K	Buy	+365	New	+$56.6K	0.01%	333
2019 Q3	–	Sell	-365	Closed	-$53K	–	262
2019 Q2	$53K	Hold	365	–	–	0.01%	360
2019 Q1	$47K	Hold	365	–	–	0.01%	376
2018 Q4	$38K	Hold	365	–	–	0.01%	379
2018 Q3	$54K	Hold	365	–	–	0.01%	379
2018 Q2	$51K	Hold	365	–	–	0.01%	383
2018 Q1	$54K	Hold	365	–	–	0.01%	373
2017 Q4	$62K	Hold	365	–	–	0.02%	376
2017 Q3	$54K	Hold	365	–	–	0.02%	374
2017 Q2	$46K	Hold	365	–	–	0.01%	391
2017 Q1	$47K	Hold	365	–	–	0.01%	399
2016 Q4	$40K	Hold	365	–	–	0.01%	402
2016 Q3	$36K	Hold	365	–	–	0.01%	395
2016 Q2	$33K	Hold	365	–	–	0.01%	398
2016 Q1	$34K	Hold	365	–	–	0.01%	397
2015 Q4	$39K	Hold	365	–	–	0.01%	379
2015 Q3	$40K	Hold	365	–	–	0.02%	381
2015 Q2	$46K	Hold	365	–	–	0.02%	382
2015 Q1	$48K	Hold	365	–	–	0.02%	388
2014 Q4	$48K	Hold	365	–	–	0.02%	382
2014 Q3	$45K	Hold	365	–	–	0.02%	391
2014 Q2	$44K	Hold	365	–	–	0.01%	396
2014 Q1	$40K	Hold	365	–	–	0.01%	393
2013 Q4	$42K	Hold	365	–	–	0.02%	377
2013 Q3	$33K	Hold	365	–	–	0.01%	380
2013 Q2	$30K	Buy	+365	New	+$28.4K	0.01%	392

Other funds holding AMP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Duncker Streett & Co's AMP Position: Q4 2024 in Review

Duncker Streett & Co sold out of Ameriprise Financial (AMP) in Q4 2024, closing a stake of 33 shares — an estimated $15.5K sold.

Duncker Streett & Co first reported a position in AMP in Q2 2013 and held it in 28 quarters. The position peaked at $62K in Q4 2017. 1,393 funds tracked by Wall St. Rank hold AMP as of Q4 2024.

Duncker Streett & Co reported no remaining Ameriprise Financial position as of Q4 2024 after selling out during the quarter.
Duncker Streett & Co sold 33 Ameriprise Financial shares in Q4 2024, an estimated $15.5K.
Duncker Streett & Co first reported a position in Ameriprise Financial in Q2 2013 and held it in 28 quarters.
Duncker Streett & Co's Ameriprise Financial position peaked at $62K in Q4 2017.
1,393 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2024.

Based on Duncker Streett & Co's 13F filing for Q4 2024, filed 5 Feb 2025.