Jaffetilchin Investment Partners’s Ameriprise Financial AMP Stock Holding History

Jaffetilchin Investment Partners’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 Q4	–	Sell	-6	Closed	-$2.82K	–	413
2024 Q3	$2.82K	Buy	+6	New	+$2.6K	﹤0.01%	1131
2015 Q4	–	Sell	-8,784	Closed	-$959K	–	187
2015 Q3	$959K	Buy	8,784 +7,111	+425%	+$839K	0.36%	49
2015 Q2	$209K	Sell	1,673 -4,198	-72%	-$535K	0.06%	181
2015 Q1	$768K	Buy	+5,871	New	+$773K	0.23%	71
2014 Q4	–	Sell	-1,890	Closed	-$233K	–	187
2014 Q3	$233K	Sell	1,890 -6,425	-77%	-$788K	0.09%	176
2014 Q2	$998K	Buy	8,315 +6,426	+340%	+$719K	0.36%	38
2014 Q1	$208K	Sell	1,889 -1,119	-37%	-$123K	0.08%	177
2013 Q4	$346K	Buy	+3,008	New	+$311K	0.17%	110

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Jaffetilchin Investment Partners's AMP Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Ameriprise Financial (AMP) in Q4 2024, closing a stake of 6 shares — an estimated $2.82K sold.

Jaffetilchin Investment Partners first reported a position in AMP in Q4 2013 and held it in 8 quarters. The position peaked at $998K in Q2 2014. 1,390 funds tracked by Wall St. Rank hold AMP as of Q4 2024.

Jaffetilchin Investment Partners reported no remaining Ameriprise Financial position as of Q4 2024 after selling out during the quarter.
Jaffetilchin Investment Partners sold 6 Ameriprise Financial shares in Q4 2024, an estimated $2.82K.
Jaffetilchin Investment Partners first reported a position in Ameriprise Financial in Q4 2013 and held it in 8 quarters.
Jaffetilchin Investment Partners's Ameriprise Financial position peaked at $998K in Q2 2014.
1,390 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.