First Foundation Advisors’s Ameriprise Financial AMP Stock Holding History

First Foundation 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	–	Sell	-60	Closed	-$25.6K	–	358
2024 Q2	$25.6K	Hold	60	–	–	﹤0.01%	414
2024 Q1	$26.3K	Hold	60	–	–	﹤0.01%	417
2023 Q4	$22.8K	Buy	+60	New	+$20.6K	﹤0.01%	425
2022 Q2	–	Sell	-679	Closed	-$204K	–	404
2022 Q1	$204K	Buy	+679	New	+$205K	0.01%	398

Other funds holding AMP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

First Foundation Advisors's AMP Position: Q3 2024 in Review

First Foundation Advisors sold out of Ameriprise Financial (AMP) in Q3 2024, closing a stake of 60 shares — an estimated $25.6K sold.

First Foundation Advisors first reported a position in AMP in Q1 2022 and held it in 4 quarters. The position peaked at $204K in Q1 2022. 1,263 funds tracked by Wall St. Rank hold AMP as of Q3 2024.

First Foundation Advisors reported no remaining Ameriprise Financial position as of Q3 2024 after selling out during the quarter.
First Foundation Advisors sold 60 Ameriprise Financial shares in Q3 2024, an estimated $25.6K.
First Foundation Advisors first reported a position in Ameriprise Financial in Q1 2022 and held it in 4 quarters.
First Foundation Advisors's Ameriprise Financial position peaked at $204K in Q1 2022.
1,263 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2024.

Based on First Foundation Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.