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Financial Insights’s Ameriprise Financial AMP Stock Holding History

Financial Insights’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 		– Sell
-509
Closed -$239K – 112
2024
Q3 		$239K Sell
509
-457
-47% -$198K 0.08% 133
2024
Q2 		$413K Sell
966
-81
-8% -$34.6K 0.11% 111
2024
Q1 		$459K Sell
1,047
-19
-2% -$7.61K 0.13% 112
2023
Q4 		$405K Buy
1,066
+102
+11% +$35K 0.13% 109
2023
Q3 		$303K Sell
964
-39
-4% -$13.3K 0.11% 125
2023
Q2 		$333K Sell
1,003
-13
-1% -$4K 0.12% 125
2023
Q1 		$311K Sell
1,016
-117
-10% -$38.3K 0.13% 128
2022
Q4 		$353K Buy
1,133
+297
+36% +$90.6K 0.17% 104
2022
Q3 		$211K Buy
+836
New +$220K 0.14% 116

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

Financial Insights's AMP Position: Q4 2024 in Review

Financial Insights sold out of Ameriprise Financial (AMP) in Q4 2024, closing a stake of 509 shares — an estimated $239K sold.

Financial Insights first reported a position in AMP in Q3 2022 and held it in 9 quarters. The position peaked at $459K in Q1 2024. 1,389 funds tracked by Wall St. Rank hold AMP as of Q4 2024.

  • Financial Insights reported no remaining Ameriprise Financial position as of Q4 2024 after selling out during the quarter.
  • Financial Insights sold 509 Ameriprise Financial shares in Q4 2024, an estimated $239K.
  • Financial Insights first reported a position in Ameriprise Financial in Q3 2022 and held it in 9 quarters.
  • Financial Insights's Ameriprise Financial position peaked at $459K in Q1 2024.
  • 1,389 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2024.

Based on Financial Insights's 13F filing for Q4 2024, filed 5 Mar 2025.