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Fernwood Investment Management’s Ameriprise Financial AMP Stock Holding History

Fernwood Investment Management’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
Q2 		– Sell
-46
Closed -$20.2K – 219
2024
Q1 		$20.2K Buy
+46
New +$18.4K 0.01% 456

Other funds holding AMP

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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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fernwood Investment Management's AMP Position: Q2 2024 in Review

Fernwood Investment Management sold out of Ameriprise Financial (AMP) in Q2 2024, closing a stake of 46 shares — an estimated $20.2K sold.

Fernwood Investment Management first reported a position in AMP in Q1 2024 and held it in 1 quarter. The position peaked at $20.2K in Q1 2024. 1,245 funds tracked by Wall St. Rank hold AMP as of Q2 2024.

  • Fernwood Investment Management reported no remaining Ameriprise Financial position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 46 Ameriprise Financial shares in Q2 2024, an estimated $20.2K.
  • Fernwood Investment Management first reported a position in Ameriprise Financial in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's Ameriprise Financial position peaked at $20.2K in Q1 2024.
  • 1,245 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.