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GYL Financial Synergies’s Ameriprise Financial AMP Stock Holding History

GYL Financial Synergies’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 		$4.35M Sell
9,265
-21
-0.2% -$9.11K 0.33% 76
2024
Q2 		$3.97M Buy
9,286
+198
+2% +$84.6K 0.31% 77
2024
Q1 		$3.98M Buy
9,088
+256
+3% +$103K 0.31% 76
2023
Q4 		$3.35M Buy
8,832
+177
+2% +$60.7K 0.28% 86
2023
Q3 		$2.85M Buy
8,655
+7,870
+1,003% +$2.69M 0.28% 88
2023
Q2 		$261K Buy
+785
New +$241K 0.02% 297

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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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

GYL Financial Synergies's AMP Position: Q3 2024 in Review

GYL Financial Synergies reduced its Ameriprise Financial (AMP) stake by 0.23% in Q3 2024, selling an estimated $9.11K and leaving 9,265 shares worth $4.35M. The position accounts for 0.33% of the portfolio, ranked #76.

GYL Financial Synergies first reported a position in AMP in Q2 2023 and has held it in 6 quarters since. 1,265 funds tracked by Wall St. Rank hold AMP as of Q3 2024.

  • GYL Financial Synergies held 9,265 shares of Ameriprise Financial worth $4.35M as of Q3 2024.
  • GYL Financial Synergies sold 21 Ameriprise Financial shares in Q3 2024, an estimated $9.11K.
  • Ameriprise Financial made up 0.33% of GYL Financial Synergies's portfolio in Q3 2024, its #76 holding.
  • GYL Financial Synergies first reported a position in Ameriprise Financial in Q2 2023 and has held it in 6 quarters since.
  • 1,265 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.