Ground Swell Capital’s Ameriprise Financial AMP Stock Holding History

Ground Swell Capital’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	–	Sell	-523	Closed	-$223K	–	159
2024 Q2	$223K	Buy	+523	New	+$223K	0.17%	74
2014 Q3	$39K	Buy	315 +101	+47%	+$12.4K	0.07%	277
2014 Q2	$26K	Buy	+214	New	+$23.9K	0.05%	309

Other funds holding AMP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Ground Swell Capital's AMP Position: Q3 2024 in Review

Ground Swell Capital sold out of Ameriprise Financial (AMP) in Q3 2024, closing a stake of 523 shares — an estimated $223K sold.

Ground Swell Capital first reported a position in AMP in Q2 2014 and held it in 3 quarters. The position peaked at $223K in Q2 2024. 1,266 funds tracked by Wall St. Rank hold AMP as of Q3 2024.

Ground Swell Capital reported no remaining Ameriprise Financial position as of Q3 2024 after selling out during the quarter.
Ground Swell Capital sold 523 Ameriprise Financial shares in Q3 2024, an estimated $223K.
Ground Swell Capital first reported a position in Ameriprise Financial in Q2 2014 and held it in 3 quarters.
Ground Swell Capital's Ameriprise Financial position peaked at $223K in Q2 2024.
1,266 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2024.

Based on Ground Swell Capital's 13F filing for Q3 2024, filed 29 Oct 2024.