Jamison Private Wealth Management’s Ameriprise Financial AMP Stock Holding History

Jamison Private 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 Q4	–	Sell	-131	Closed	-$61.4K	–	211
2024 Q3	$61.4K	Hold	131	–	–	0.01%	243
2024 Q2	$55.8K	Hold	131	–	–	0.01%	241
2024 Q1	$57.3K	Buy	131 +75	+134%	+$30K	0.01%	250
2023 Q4	$21.1K	Hold	56	–	–	﹤0.01%	274
2023 Q3	$18.4K	Buy	+56	New	+$19.1K	﹤0.01%	274

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

Jamison Private Wealth Management's AMP Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Ameriprise Financial (AMP) in Q4 2024, closing a stake of 131 shares — an estimated $61.4K sold.

Jamison Private Wealth Management first reported a position in AMP in Q3 2023 and held it in 5 quarters. The position peaked at $61.4K in Q3 2024. 1,389 funds tracked by Wall St. Rank hold AMP as of Q4 2024.

Jamison Private Wealth Management reported no remaining Ameriprise Financial position as of Q4 2024 after selling out during the quarter.
Jamison Private Wealth Management sold 131 Ameriprise Financial shares in Q4 2024, an estimated $61.4K.
Jamison Private Wealth Management first reported a position in Ameriprise Financial in Q3 2023 and held it in 5 quarters.
Jamison Private Wealth Management's Ameriprise Financial position peaked at $61.4K in Q3 2024.
1,389 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.