EdgeRock Capital’s Ameriprise Financial AMP Stock Holding History

EdgeRock Capital’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 Q3	–	Sell	-181	Closed	-$77.3K	–	73
2024 Q2	$77.3K	Buy	+181	New	+$77.3K	0.06%	87
2024 Q1	–	Sell	-154	Closed	-$60.2K	–	78
2023 Q4	$60.2K	Buy	+154	New	+$52.8K	0.04%	99
2022 Q4	–	Sell	-7	Closed	-$2K	–	79
2022 Q3	$2K	Buy	+7	New	+$1.84K	﹤0.01%	299

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Norges Bank Oslo, Norway $1T AUM

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

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

EdgeRock Capital's AMP Position: Q3 2024 in Review

EdgeRock Capital sold out of Ameriprise Financial (AMP) in Q3 2024, closing a stake of 181 shares — an estimated $77.3K sold.

EdgeRock Capital first reported a position in AMP in Q3 2022 and held it in 3 quarters. The position peaked at $77.3K in Q2 2024. 1,265 funds tracked by Wall St. Rank hold AMP as of Q3 2024.

EdgeRock Capital reported no remaining Ameriprise Financial position as of Q3 2024 after selling out during the quarter.
EdgeRock Capital sold 181 Ameriprise Financial shares in Q3 2024, an estimated $77.3K.
EdgeRock Capital first reported a position in Ameriprise Financial in Q3 2022 and held it in 3 quarters.
EdgeRock Capital's Ameriprise Financial position peaked at $77.3K in Q2 2024.
1,265 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2024.

Based on EdgeRock Capital's 13F filing for Q3 2024, filed 15 Oct 2024.