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FRG Family Wealth Advisors’s Ameriprise Financial AMP Stock Holding History

FRG Family Wealth 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
Q2 		– Sell
-6
Closed -$2.47K – 155
2024
Q1 		$2.47K Buy
+6
New +$2.4K ﹤0.01% 315

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

FRG Family Wealth Advisors's AMP Position: Q2 2024 in Review

FRG Family Wealth Advisors sold out of Ameriprise Financial (AMP) in Q2 2024, closing a stake of 6 shares — an estimated $2.47K sold.

FRG Family Wealth Advisors first reported a position in AMP in Q1 2024 and held it in 1 quarter. The position peaked at $2.47K in Q1 2024. 1,245 funds tracked by Wall St. Rank hold AMP as of Q2 2024.

  • FRG Family Wealth Advisors reported no remaining Ameriprise Financial position as of Q2 2024 after selling out during the quarter.
  • FRG Family Wealth Advisors sold 6 Ameriprise Financial shares in Q2 2024, an estimated $2.47K.
  • FRG Family Wealth Advisors first reported a position in Ameriprise Financial in Q1 2024 and held it in 1 quarter.
  • FRG Family Wealth Advisors's Ameriprise Financial position peaked at $2.47K in Q1 2024.
  • 1,245 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2024.

Based on FRG Family Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.