HCM
AMP icon

Hollencrest Capital Management’s Ameriprise Financial AMP Stock Holding History

Hollencrest Capital Management’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
-731
Closed -$278K – 1092
2023
Q4 		$278K Hold
731
– – 0.03% 254
2023
Q3 		$241K Hold
731
– – 0.03% 256
2023
Q2 		$243K Hold
731
– – 0.03% 269
2023
Q1 		$224K Buy
+731
New +$239K 0.02% 270

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Hollencrest Capital Management's AMP Position: Q1 2024 in Review

Hollencrest Capital Management sold out of Ameriprise Financial (AMP) in Q1 2024, closing a stake of 731 shares — an estimated $278K sold.

Hollencrest Capital Management first reported a position in AMP in Q1 2023 and held it in 4 quarters. The position peaked at $278K in Q4 2023. 1,240 funds tracked by Wall St. Rank hold AMP as of Q1 2024.

  • Hollencrest Capital Management reported no remaining Ameriprise Financial position as of Q1 2024 after selling out during the quarter.
  • Hollencrest Capital Management sold 731 Ameriprise Financial shares in Q1 2024, an estimated $278K.
  • Hollencrest Capital Management first reported a position in Ameriprise Financial in Q1 2023 and held it in 4 quarters.
  • Hollencrest Capital Management's Ameriprise Financial position peaked at $278K in Q4 2023.
  • 1,240 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2024.

Based on Hollencrest Capital Management's 13F filing for Q1 2024, filed 1 May 2024.