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Financial Gravity Asset Management’s Ameriprise Financial AMP Stock Holding History

Financial Gravity Asset 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
-115
Closed -$48K – 1469
2024
Q1 		$48K Buy
115
+71
+161% +$28.4K 0.01% 395
2023
Q4 		$17.5K Buy
44
+43
+4,300% +$14.7K ﹤0.01% 706
2023
Q3 		$700 Sell
1
-331
-100% -$113K ﹤0.01% 787
2023
Q2 		$13.6K Buy
332
+25
+8% +$7.68K 0.04% 214
2023
Q1 		$344 Sell
307
-4
-1% -$1.31K 0.01% 510
2022
Q4 		$36 Buy
+311
New +$94.9K ﹤0.01% 1262
2022
Q3 		– Sell
-2,142
Closed -$315 – 844
2022
Q2 		$315 Sell
2,142
-258
-11% -$69.1K 0.01% 456
2022
Q1 		$393 Sell
2,400
-318
-12% -$96.2K 0.01% 442
2021
Q4 		$402 Buy
2,718
+2,717
+271,700% +$804K 0.01% 516
2021
Q3 		$264K Hold
1
– – 0.12% 136
2021
Q2 		$249K Sell
1
-2
-67% -$504 0.09% 141
2021
Q1 		$802 Sell
3
-15
-83% -$3.24K 0.02% 344
2020
Q4 		$4K Buy
+18
New +$3.22K ﹤0.01% 237
2020
Q2 		– Sell
-3
Closed -$316 – 57
2020
Q1 		$316 Sell
3
-18
-86% -$2.67K ﹤0.01% 639
2019
Q4 		$167K Buy
21
+2
+11% +$310 0.12% 154
2019
Q3 		$3K Buy
19
+3
+19% +$420 ﹤0.01% 775
2019
Q2 		$2K Buy
16
+4
+33% +$578 ﹤0.01% 858
2019
Q1 		$2K Buy
+12
New +$1.49K ﹤0.01% 901
2018
Q3 		$5K Buy
40
+5
+14% +$715 0.01% 712
2018
Q2 		$5K Sell
35
-5
-13% -$709 ﹤0.01% 724
2018
Q1 		$5K Buy
+40
New +$6.53K 0.01% 716

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
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

Financial Gravity Asset Management's AMP Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Ameriprise Financial (AMP) in Q2 2024, closing a stake of 115 shares — an estimated $48K sold.

Financial Gravity Asset Management first reported a position in AMP in Q1 2018 and held it in 21 quarters. The position peaked at $264K in Q3 2021. 1,245 funds tracked by Wall St. Rank hold AMP as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining Ameriprise Financial position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 115 Ameriprise Financial shares in Q2 2024, an estimated $48K.
  • Financial Gravity Asset Management first reported a position in Ameriprise Financial in Q1 2018 and held it in 21 quarters.
  • Financial Gravity Asset Management's Ameriprise Financial position peaked at $264K in Q3 2021.
  • 1,245 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.