First Personal Financial Services’s Ameriprise Financial AMP Stock Holding History

First Personal Financial Services’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	$141K	Hold	300	–	–	0.03%	141
2024 Q2	$128K	Sell	300 -58	-16%	-$24.8K	0.03%	143
2024 Q1	$157K	Hold	358	–	–	0.04%	131
2023 Q4	$136K	Hold	358	–	–	0.03%	138
2023 Q3	$118K	Hold	358	–	–	0.03%	141
2023 Q2	$119K	Hold	358	–	–	0.03%	145
2023 Q1	$110K	Hold	358	–	–	0.03%	146
2022 Q4	$111K	Sell	358 -150	-30%	-$45.8K	0.03%	147
2022 Q3	$128K	Buy	508 +468	+1,170%	+$123K	0.04%	135
2022 Q2	$10K	Hold	40	–	–	﹤0.01%	278
2022 Q1	$12K	Hold	40	–	–	﹤0.01%	282
2021 Q4	$12K	Hold	40	–	–	﹤0.01%	276
2021 Q3	$11K	Hold	40	–	–	﹤0.01%	280
2021 Q2	$10K	Hold	40	–	–	﹤0.01%	288
2021 Q1	$9K	Hold	40	–	–	﹤0.01%	278
2020 Q4	$8K	Hold	40	–	–	﹤0.01%	281
2020 Q3	$6K	Hold	40	–	–	﹤0.01%	266
2020 Q2	$6K	Buy	+40	New	+$5.13K	﹤0.01%	272
2020 Q1	–	Sell	-8	Closed	-$1K	–	307
2019 Q4	$1K	Hold	8	–	–	﹤0.01%	395
2019 Q3	$1K	Hold	8	–	–	﹤0.01%	442
2019 Q2	$1K	Sell	8 -20	-71%	-$2.89K	﹤0.01%	684
2019 Q1	$4K	Buy	+28	New	+$3.48K	﹤0.01%	604
2018 Q2	–	Sell	-8	Closed	-$1K	–	665
2018 Q1	$1K	Buy	+8	New	+$1.3K	﹤0.01%	1001
2017 Q4	–	Sell	-82	Closed	-$12K	–	987
2017 Q3	$12K	Hold	82	–	–	﹤0.01%	667
2017 Q2	$10K	Hold	82	–	–	﹤0.01%	710
2017 Q1	$11K	Hold	82	–	–	﹤0.01%	689
2016 Q4	$9K	Hold	82	–	–	﹤0.01%	720
2016 Q3	$8K	Hold	82	–	–	﹤0.01%	626
2016 Q2	$7K	Buy	+82	New	+$7.92K	﹤0.01%	632
2015 Q1	–	Sell	-54	Closed	-$7K	–	584
2014 Q4	$7K	Buy	+54	New	+$6.83K	﹤0.01%	279

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 Personal Financial Services's AMP Position: Q3 2024 in Review

First Personal Financial Services held its Ameriprise Financial (AMP) position steady in Q3 2024 at 300 shares worth $141K. The position accounts for 0.03% of the portfolio, ranked #141.

First Personal Financial Services first reported a position in AMP in Q4 2014 and has held it in 30 quarters since. The position peaked at $157K in Q1 2024. 1,263 funds tracked by Wall St. Rank hold AMP as of Q3 2024.

First Personal Financial Services held 300 shares of Ameriprise Financial worth $141K as of Q3 2024.
First Personal Financial Services left its Ameriprise Financial share count unchanged in Q3 2024.
Ameriprise Financial made up 0.03% of First Personal Financial Services's portfolio in Q3 2024, its #141 holding.
First Personal Financial Services first reported a position in Ameriprise Financial in Q4 2014 and has held it in 30 quarters since.
First Personal Financial Services's Ameriprise Financial position peaked at $157K in Q1 2024.
1,263 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.