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Geller Advisors’s Ameriprise Financial AMP Stock Holding History

Geller 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
Q4 		$466K Sell
876
-2
-0.2% -$1.07K 0.03% 143
2024
Q3 		$412K Buy
878
+19
+2% +$8.24K 0.03% 162
2024
Q2 		$367K Buy
859
+22
+3% +$9.4K 0.03% 182
2024
Q1 		$367K Sell
837
-783
-48% -$314K 0.03% 188
2023
Q4 		$615K Sell
1,620
-23
-1% -$7.89K 0.06% 101
2023
Q3 		$542K Buy
1,643
+83
+5% +$28.3K 0.06% 104
2023
Q2 		$518K Buy
+1,560
New +$479K 0.06% 112
2022
Q1 		– Sell
-829
Closed -$250K – 172
2021
Q4 		$250K Hold
829
– – 0.05% 138
2021
Q3 		$219K Buy
+829
New +$217K 0.05% 140

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geller Advisors's AMP Position: Q4 2024 in Review

Geller Advisors reduced its Ameriprise Financial (AMP) stake by 0.23% in Q4 2024, selling an estimated $1.07K and leaving 876 shares worth $466K. The position accounts for 0.03% of the portfolio, ranked #143.

Geller Advisors first reported a position in AMP in Q3 2021 and has held it in 9 quarters since. The position peaked at $615K in Q4 2023. 1,389 funds tracked by Wall St. Rank hold AMP as of Q4 2024.

  • Geller Advisors held 876 shares of Ameriprise Financial worth $466K as of Q4 2024.
  • Geller Advisors sold 2 Ameriprise Financial shares in Q4 2024, an estimated $1.07K.
  • Ameriprise Financial made up 0.03% of Geller Advisors's portfolio in Q4 2024, its #143 holding.
  • Geller Advisors first reported a position in Ameriprise Financial in Q3 2021 and has held it in 9 quarters since.
  • Geller Advisors's Ameriprise Financial position peaked at $615K in Q4 2023.
  • 1,389 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.