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	-44	Closed	-$16.9K	–	1427
2024 Q1	$16.9K	Buy	44 +1	+2%	+$400	﹤0.01%	396
2023 Q4	$16.8K	Buy	+43	New	+$14.7K	﹤0.01%	406
2021 Q3	$264K	Hold	1	–	–	0.12%	136
2021 Q2	$249K	Buy	+1	New	+$252	0.09%	141
2020 Q4	$4K	Buy	+18	New	+$3.22K	﹤0.01%	237
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 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

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

Norges Bank Oslo, Norway $1T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 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 44 shares — an estimated $16.9K sold.

Financial Gravity Asset Management first reported a position in AMP in Q1 2018 and held it in 12 quarters. The position peaked at $264K in Q3 2021. 1,248 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 44 Ameriprise Financial shares in Q2 2024, an estimated $16.9K.
Financial Gravity Asset Management first reported a position in Ameriprise Financial in Q1 2018 and held it in 12 quarters.
Financial Gravity Asset Management's Ameriprise Financial position peaked at $264K in Q3 2021.
1,248 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.