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Gateway Advisory’s Ameriprise Financial AMP Stock Holding History

Gateway Advisory’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 		$930K Sell
1,980
-79
-4% -$34.3K 0.15% 59
2024
Q2 		$880K Buy
2,059
+38
+2% +$16.2K 0.15% 63
2024
Q1 		$886K Buy
2,021
+14
+0.7% +$5.61K 0.16% 59
2023
Q4 		$762K Sell
2,007
-74
-4% -$25.4K 0.15% 56
2023
Q3 		$686K Buy
2,081
+34
+2% +$11.6K 0.14% 48
2023
Q2 		$680K Buy
2,047
+1,043
+104% +$321K 0.14% 49
2023
Q1 		$308K Buy
+1,004
New +$329K 0.07% 69

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

Gateway Advisory's AMP Position: Q3 2024 in Review

Gateway Advisory reduced its Ameriprise Financial (AMP) stake by 3.8% in Q3 2024, selling an estimated $34.3K and leaving 1,980 shares worth $930K. The position accounts for 0.15% of the portfolio, ranked #59.

Gateway Advisory first reported a position in AMP in Q1 2023 and has held it in 7 quarters since. 1,263 funds tracked by Wall St. Rank hold AMP as of Q3 2024.

  • Gateway Advisory held 1,980 shares of Ameriprise Financial worth $930K as of Q3 2024.
  • Gateway Advisory sold 79 Ameriprise Financial shares in Q3 2024, an estimated $34.3K.
  • Ameriprise Financial made up 0.15% of Gateway Advisory's portfolio in Q3 2024, its #59 holding.
  • Gateway Advisory first reported a position in Ameriprise Financial in Q1 2023 and has held it in 7 quarters since.
  • 1,263 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2024.

Based on Gateway Advisory's 13F filing for Q3 2024, filed 14 Nov 2024.