Global Wealth Management Investment Advisory’s Ameriprise Financial AMP Stock Holding History

Global Wealth Management Investment 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 Q1	–	Sell	-180	Closed	-$68.4K	–	152
2023 Q4	$68.4K	Hold	180	–	–	0.02%	173
2023 Q3	$59.3K	Hold	180	–	–	0.02%	184
2023 Q2	$59.8K	Buy	+180	New	+$55.3K	0.02%	186
2022 Q3	–	Sell	-194	Closed	-$46K	–	149
2022 Q2	$46K	Buy	194 +14	+8%	+$3.75K	0.02%	182
2022 Q1	$54K	Hold	180	–	–	0.02%	185
2021 Q4	$54K	Hold	180	–	–	0.02%	185
2021 Q3	$48K	Hold	180	–	–	0.02%	202
2021 Q2	$45K	Hold	180	–	–	0.02%	201
2021 Q1	$42K	Hold	180	–	–	0.02%	202
2020 Q4	$35K	Hold	180	–	–	0.01%	201
2020 Q3	$28K	Hold	180	–	–	0.01%	207
2020 Q2	$27K	Hold	180	–	–	0.01%	248
2020 Q1	$18K	Hold	180	–	–	0.01%	265
2019 Q4	$30K	Sell	180 -13	-7%	-$2.01K	0.01%	227
2019 Q3	$28K	Hold	193	–	–	0.01%	218
2019 Q2	$28K	Hold	193	–	–	0.01%	227
2019 Q1	$25K	Hold	193	–	–	0.01%	279
2018 Q4	$20K	Buy	+193	New	+$24.2K	0.01%	293

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Global Wealth Management Investment Advisory's AMP Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Ameriprise Financial (AMP) in Q1 2024, closing a stake of 180 shares — an estimated $68.4K sold.

Global Wealth Management Investment Advisory first reported a position in AMP in Q4 2018 and held it in 18 quarters. The position peaked at $68.4K in Q4 2023. 1,241 funds tracked by Wall St. Rank hold AMP as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining Ameriprise Financial position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 180 Ameriprise Financial shares in Q1 2024, an estimated $68.4K.
Global Wealth Management Investment Advisory first reported a position in Ameriprise Financial in Q4 2018 and held it in 18 quarters.
Global Wealth Management Investment Advisory's Ameriprise Financial position peaked at $68.4K in Q4 2023.
1,241 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.