GW
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GW & Wade’s Ameriprise Financial AMP Stock Holding History

GW & Wade’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
2023
Q4 		$1.16M Buy
3,049
+1,568
+106% +$538K 0.04% 212
2023
Q3 		$488K Buy
1,481
+725
+96% +$247K 0.02% 273
2023
Q2 		$251K Sell
756
-1,306
-63% -$401K 0.01% 344
2023
Q1 		$632K Buy
2,062
+57
+3% +$18.7K 0.02% 240
2022
Q4 		$624K Buy
2,005
+81
+4% +$24.7K 0.03% 235
2022
Q3 		$485K Buy
+1,924
New +$506K 0.02% 246
2022
Q2 		– Sell
-835
Closed -$251K – 385
2022
Q1 		$251K Buy
835
+4
+0.5% +$1.21K 0.01% 342
2021
Q4 		$251K Buy
831
+1
+0.1% +$296 0.01% 354
2021
Q3 		$219K Buy
+830
New +$217K 0.01% 356
2015
Q3 		– Sell
-2,970
Closed -$371K – 222
2015
Q2 		$371K Hold
2,970
– – 0.07% 168
2015
Q1 		$389K Buy
2,970
+85
+3% +$11.2K 0.07% 163
2014
Q4 		$382K Buy
+2,885
New +$365K 0.1% 94

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 $3.37T AUM 44.26% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

GW & Wade's AMP Position: Q4 2023 in Review

GW & Wade increased its Ameriprise Financial (AMP) stake by 106% in Q4 2023, buying an estimated $538K and bringing the position to 3,049 shares worth $1.16M. The position accounts for 0.04% of the portfolio, ranked #212.

GW & Wade first reported a position in AMP in Q4 2014 and has held it in 12 quarters since. 1,163 funds tracked by Wall St. Rank hold AMP as of Q4 2023.

  • GW & Wade held 3,049 shares of Ameriprise Financial worth $1.16M as of Q4 2023.
  • GW & Wade bought 1,568 Ameriprise Financial shares in Q4 2023, an estimated $538K.
  • Ameriprise Financial made up 0.04% of GW & Wade's portfolio in Q4 2023, its #212 holding.
  • GW & Wade first reported a position in Ameriprise Financial in Q4 2014 and has held it in 12 quarters since.
  • 1,163 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2023.

Based on GW & Wade's 13F filing for Q4 2023, filed 8 Feb 2024.