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Glassman Wealth Services’s Ameriprise Financial AMP Stock Holding History

Glassman Wealth 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
Q1 		– Sell
-177
Closed -$67.2K – 287
2023
Q4 		$67.2K Buy
177
+2
+1% +$686 0.01% 383
2023
Q3 		$57.7K Sell
175
-3
-2% -$1.02K 0.01% 392
2023
Q2 		$59.1K Buy
178
+1
+0.6% +$307 0.01% 368
2023
Q1 		$54.3K Buy
177
+26
+17% +$8.52K 0.01% 392
2022
Q4 		$47K Buy
151
+14
+10% +$4.27K 0.01% 439
2022
Q3 		$35K Buy
137
+29
+27% +$7.63K 0.01% 467
2022
Q2 		$26K Buy
108
+20
+23% +$5.36K 0.01% 549
2022
Q1 		$26K Buy
88
+9
+11% +$2.72K ﹤0.01% 563
2021
Q4 		$24K Buy
79
+28
+55% +$8.28K ﹤0.01% 557
2021
Q3 		$13K Buy
51
+6
+13% +$1.57K ﹤0.01% 690
2021
Q2 		$11K Buy
45
+8
+22% +$2.02K ﹤0.01% 721
2021
Q1 		$9K Buy
37
+5
+16% +$1.08K ﹤0.01% 729
2020
Q4 		$6K Hold
32
– – ﹤0.01% 816
2020
Q3 		$5K Hold
32
– – ﹤0.01% 774
2020
Q2 		$5K Sell
32
-8
-20% -$1.03K ﹤0.01% 608
2020
Q1 		$4K Buy
40
+12
+43% +$1.78K ﹤0.01% 535
2019
Q4 		$5K Buy
28
+3
+12% +$465 ﹤0.01% 569
2019
Q3 		$4K Sell
25
-3
-11% -$420 ﹤0.01% 555
2019
Q2 		$4K Buy
28
+3
+12% +$434 ﹤0.01% 569
2019
Q1 		$3K Buy
25
+22
+733% +$2.73K ﹤0.01% 607
2018
Q4 		$0 Buy
+3
New +$377 ﹤0.01% 764
2018
Q1 		– Sell
-3
Closed -$1K – 728
2017
Q4 		$1K Buy
+3
New +$481 ﹤0.01% 538

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Glassman Wealth Services's AMP Position: Q1 2024 in Review

Glassman Wealth Services sold out of Ameriprise Financial (AMP) in Q1 2024, closing a stake of 177 shares — an estimated $67.2K sold.

Glassman Wealth Services first reported a position in AMP in Q4 2017 and held it in 22 quarters. The position peaked at $67.2K in Q4 2023. 1,243 funds tracked by Wall St. Rank hold AMP as of Q1 2024.

  • Glassman Wealth Services reported no remaining Ameriprise Financial position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 177 Ameriprise Financial shares in Q1 2024, an estimated $67.2K.
  • Glassman Wealth Services first reported a position in Ameriprise Financial in Q4 2017 and held it in 22 quarters.
  • Glassman Wealth Services's Ameriprise Financial position peaked at $67.2K in Q4 2023.
  • 1,243 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.