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Jackson Creek Investment Advisors’s Ameriprise Financial AMP Stock Holding History

Jackson Creek Investment Advisors’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 		– Sell
-846
Closed -$361K – 300
2024
Q2 		$361K Buy
+846
New +$361K 0.13% 260
2023
Q4 		– Sell
-932
Closed -$307K – 307
2023
Q3 		$307K Sell
932
-12
-1% -$4.09K 0.13% 277
2023
Q2 		$314K Sell
944
-63
-6% -$19.4K 0.13% 283
2023
Q1 		$309K Buy
+1,007
New +$330K 0.13% 287

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

Jackson Creek Investment Advisors's AMP Position: Q3 2024 in Review

Jackson Creek Investment Advisors sold out of Ameriprise Financial (AMP) in Q3 2024, closing a stake of 846 shares — an estimated $361K sold.

Jackson Creek Investment Advisors first reported a position in AMP in Q1 2023 and held it in 4 quarters. The position peaked at $361K in Q2 2024. 1,263 funds tracked by Wall St. Rank hold AMP as of Q3 2024.

  • Jackson Creek Investment Advisors reported no remaining Ameriprise Financial position as of Q3 2024 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 846 Ameriprise Financial shares in Q3 2024, an estimated $361K.
  • Jackson Creek Investment Advisors first reported a position in Ameriprise Financial in Q1 2023 and held it in 4 quarters.
  • Jackson Creek Investment Advisors's Ameriprise Financial position peaked at $361K in Q2 2024.
  • 1,263 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2024.

Based on Jackson Creek Investment Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.