Institutional & Family Asset Management’s Ameriprise Financial AMP Stock Holding History

Institutional & Family Asset 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	$8.54K	Hold	20	–	–	﹤0.01%	439
2024 Q1	$8.77K	Hold	20	–	–	﹤0.01%	430
2023 Q4	$7.6K	Hold	20	–	–	﹤0.01%	425
2023 Q3	$6.59K	Hold	20	–	–	﹤0.01%	427
2023 Q2	$6.64K	Hold	20	–	–	﹤0.01%	432
2023 Q1	$6.13K	Hold	20	–	–	﹤0.01%	449
2022 Q4	$6.23K	Hold	20	–	–	﹤0.01%	438
2022 Q3	$5K	Hold	20	–	–	﹤0.01%	467
2022 Q2	$5K	Hold	20	–	–	﹤0.01%	482
2022 Q1	$6K	Hold	20	–	–	﹤0.01%	515
2021 Q4	$6K	Hold	20	–	–	﹤0.01%	516
2021 Q3	$5K	Hold	20	–	–	﹤0.01%	648
2021 Q2	$5K	Hold	20	–	–	﹤0.01%	694
2021 Q1	$5K	Hold	20	–	–	﹤0.01%	675
2020 Q4	$4K	Hold	20	–	–	﹤0.01%	662
2020 Q3	$3K	Hold	20	–	–	﹤0.01%	633
2020 Q2	$3K	Sell	20 -15	-43%	-$1.92K	﹤0.01%	625
2020 Q1	$4K	Hold	35	–	–	﹤0.01%	550
2019 Q4	$6K	Hold	35	–	–	﹤0.01%	565
2019 Q3	$5K	Buy	35 +15	+75%	+$2.1K	﹤0.01%	551
2019 Q2	$3K	Hold	20	–	–	﹤0.01%	647
2019 Q1	$3K	Sell	20 -213	-91%	-$26.4K	﹤0.01%	647
2018 Q4	$24K	Buy	233 +174	+295%	+$21.8K	0.01%	384
2018 Q3	$9K	Hold	59	–	–	﹤0.01%	534
2018 Q2	$8K	Sell	59 -6	-9%	-$850	﹤0.01%	552
2018 Q1	$10K	Buy	+65	New	+$10.6K	﹤0.01%	498

Other funds holding AMP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Institutional & Family Asset Management's AMP Position: Q2 2024 in Review

Institutional & Family Asset Management held its Ameriprise Financial (AMP) position steady in Q2 2024 at 20 shares worth $8.54K. The position accounts for ﹤0.01% of the portfolio, ranked #439.

Institutional & Family Asset Management first reported a position in AMP in Q1 2018 and has held it in 26 quarters since. The position peaked at $24K in Q4 2018. 1,245 funds tracked by Wall St. Rank hold AMP as of Q2 2024.

Institutional & Family Asset Management held 20 shares of Ameriprise Financial worth $8.54K as of Q2 2024.
Institutional & Family Asset Management left its Ameriprise Financial share count unchanged in Q2 2024.
Ameriprise Financial made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #439 holding.
Institutional & Family Asset Management first reported a position in Ameriprise Financial in Q1 2018 and has held it in 26 quarters since.
Institutional & Family Asset Management's Ameriprise Financial position peaked at $24K in Q4 2018.
1,245 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.