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ICA Group Wealth Management’s Ameriprise Financial AMP Stock Holding History

ICA Group Wealth 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
Q2 		$42.7K Sell
100
-37
-27% -$15.8K 0.03% 261
2024
Q1 		$60.1K Buy
137
+100
+270% +$40K 0.01% 508
2023
Q4 		$14.1K Buy
+37
New +$12.7K ﹤0.01% 808
2023
Q3 		– Sell
-137
Closed -$45.5K – 279
2023
Q2 		$45.5K Hold
137
– – 0.01% 509
2023
Q1 		$42K Sell
137
-25
-15% -$8.19K 0.01% 523
2022
Q4 		$54.3K Buy
+162
New +$49.4K 0.01% 492

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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

ICA Group Wealth Management's AMP Position: Q2 2024 in Review

ICA Group Wealth Management reduced its Ameriprise Financial (AMP) stake by 27% in Q2 2024, selling an estimated $15.8K and leaving 100 shares worth $42.7K. The position accounts for 0.03% of the portfolio, ranked #261.

ICA Group Wealth Management first reported a position in AMP in Q4 2022 and has held it in 6 quarters since. The position peaked at $60.1K in Q1 2024. 1,245 funds tracked by Wall St. Rank hold AMP as of Q2 2024.

  • ICA Group Wealth Management held 100 shares of Ameriprise Financial worth $42.7K as of Q2 2024.
  • ICA Group Wealth Management sold 37 Ameriprise Financial shares in Q2 2024, an estimated $15.8K.
  • Ameriprise Financial made up 0.03% of ICA Group Wealth Management's portfolio in Q2 2024, its #261 holding.
  • ICA Group Wealth Management first reported a position in Ameriprise Financial in Q4 2022 and has held it in 6 quarters since.
  • ICA Group Wealth Management's Ameriprise Financial position peaked at $60.1K in Q1 2024.
  • 1,245 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.