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Edge Capital Group’s Ameriprise Financial AMP Stock Holding History

Edge Capital 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
Q4 		$342K Hold
642
– – 0.02% 249
2024
Q3 		$302K Hold
642
– – 0.01% 264
2024
Q2 		$274K Hold
642
– – 0.01% 272
2024
Q1 		$281K Sell
642
-4
-0.6% -$1.6K 0.01% 269
2023
Q4 		$245K Hold
646
– – 0.01% 273
2023
Q3 		$213K Sell
646
-36
-5% -$12.3K 0.01% 271
2023
Q2 		$226K Sell
682
-2
-0.3% -$615 0.01% 287
2023
Q1 		$210K Sell
684
-6
-0.9% -$1.97K 0.01% 296
2022
Q4 		$215K Buy
690
+4
+0.6% +$1.22K 0.02% 277
2022
Q3 		$173K Sell
686
-1,388
-67% -$365K 0.01% 280
2022
Q2 		$131K Buy
2,074
+1,387
+202% +$372K 0.01% 291
2022
Q1 		$206K Buy
+687
New +$208K 0.01% 280

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

Edge Capital Group's AMP Position: Q4 2024 in Review

Edge Capital Group held its Ameriprise Financial (AMP) position steady in Q4 2024 at 642 shares worth $342K. The position accounts for 0.02% of the portfolio, ranked #249.

Edge Capital Group first reported a position in AMP in Q1 2022 and has held it in 12 quarters since. 1,389 funds tracked by Wall St. Rank hold AMP as of Q4 2024.

  • Edge Capital Group held 642 shares of Ameriprise Financial worth $342K as of Q4 2024.
  • Edge Capital Group left its Ameriprise Financial share count unchanged in Q4 2024.
  • Ameriprise Financial made up 0.02% of Edge Capital Group's portfolio in Q4 2024, its #249 holding.
  • Edge Capital Group first reported a position in Ameriprise Financial in Q1 2022 and has held it in 12 quarters since.
  • 1,389 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.