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FinTrust Capital Advisors’s Ameriprise Financial AMP Stock Holding History

FinTrust Capital Advisors’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 		$204K Buy
434
+96
+28% +$41.6K 0.03% 314
2024
Q2 		$144K Buy
338
+291
+619% +$124K 0.03% 343
2024
Q1 		$20.6K Sell
47
-267
-85% -$107K ﹤0.01% 725
2023
Q4 		$119K Hold
314
– – 0.02% 334
2023
Q3 		$104K Buy
314
+212
+208% +$72.4K 0.02% 333
2023
Q2 		$31.8K Hold
102
– – 0.01% 539
2023
Q1 		$31.8K Hold
102
– – 0.01% 538
2022
Q4 		$31.8K Buy
+102
New +$31.1K 0.01% 537
2022
Q1 		– Sell
-365
Closed -$110K – 1211
2021
Q4 		$110K Buy
365
+45
+14% +$13.3K 0.03% 401
2021
Q3 		$85K Hold
320
– – 0.02% 455
2021
Q2 		$80K Sell
320
-80
-20% -$20.2K 0.02% 469
2021
Q1 		$93K Sell
400
-7
-2% -$1.51K 0.03% 430
2020
Q4 		$79K Sell
407
-8
-2% -$1.43K 0.03% 427
2020
Q3 		$64 Buy
415
+189
+84% +$29.1K 0.01% 446
2020
Q2 		$34K Sell
226
-3,155
-93% -$404K 0.01% 546
2020
Q1 		$346K Sell
3,381
-254
-7% -$37.6K 0.17% 122
2019
Q4 		$606K Sell
3,635
-704
-16% -$109K 0.25% 93
2019
Q3 		$638K Buy
4,339
+151
+4% +$21.2K 0.22% 97
2019
Q2 		$608K Buy
4,188
+3,713
+782% +$537K 0.24% 88
2019
Q1 		$61K Buy
+475
New +$59K 0.03% 349

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

FinTrust Capital Advisors's AMP Position: Q3 2024 in Review

FinTrust Capital Advisors increased its Ameriprise Financial (AMP) stake by 28% in Q3 2024, buying an estimated $41.6K and bringing the position to 434 shares worth $204K. The position accounts for 0.03% of the portfolio, ranked #314.

FinTrust Capital Advisors first reported a position in AMP in Q1 2019 and has held it in 20 quarters since. The position peaked at $638K in Q3 2019. 1,263 funds tracked by Wall St. Rank hold AMP as of Q3 2024.

  • FinTrust Capital Advisors held 434 shares of Ameriprise Financial worth $204K as of Q3 2024.
  • FinTrust Capital Advisors bought 96 Ameriprise Financial shares in Q3 2024, an estimated $41.6K.
  • Ameriprise Financial made up 0.03% of FinTrust Capital Advisors's portfolio in Q3 2024, its #314 holding.
  • FinTrust Capital Advisors first reported a position in Ameriprise Financial in Q1 2019 and has held it in 20 quarters since.
  • FinTrust Capital Advisors's Ameriprise Financial position peaked at $638K in Q3 2019.
  • 1,263 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.