Karpas Strategies’s Ameriprise Financial AMP Stock Holding History

Karpas Strategies’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	$459K	Buy	1,075 +15	+1%	+$6.41K	0.14%	89
2024 Q1	$465K	Hold	1,060	–	–	0.14%	86
2023 Q4	$403K	Hold	1,060	–	–	0.13%	86
2023 Q3	$349K	Hold	1,060	–	–	0.13%	92
2023 Q2	$352K	Hold	1,060	–	–	0.12%	95
2023 Q1	$325K	Hold	1,060	–	–	0.11%	97
2022 Q4	$330K	Hold	1,060	–	–	0.12%	95
2022 Q3	$267K	Hold	1,060	–	–	0.1%	98
2022 Q2	$252K	Hold	1,060	–	–	0.09%	104
2022 Q1	$318K	Sell	1,060 -60	-5%	-$18.2K	0.1%	104
2021 Q4	$338K	Hold	1,120	–	–	0.11%	100
2021 Q3	$345K	Hold	1,120	–	–	0.11%	96
2021 Q2	$279K	Hold	1,120	–	–	0.1%	101
2021 Q1	$260K	Hold	1,120	–	–	0.1%	102
2020 Q4	$218K	Buy	+1,120	New	+$200K	0.09%	117
2018 Q4	–	Sell	-1,520	Closed	-$224K	–	115
2018 Q3	$224K	Hold	1,520	–	–	0.09%	112
2018 Q2	$213K	Hold	1,520	–	–	0.09%	112
2018 Q1	$225K	Hold	1,520	–	–	0.1%	112
2017 Q4	$258K	Hold	1,520	–	–	0.11%	103
2017 Q3	$226K	Buy	+1,520	New	+$212K	0.1%	112
2015 Q1	–	Sell	-1,520	Closed	-$201K	–	121
2014 Q4	$201K	Buy	+1,520	New	+$192K	0.1%	119

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

Karpas Strategies's AMP Position: Q2 2024 in Review

Karpas Strategies increased its Ameriprise Financial (AMP) stake by 1.4% in Q2 2024, buying an estimated $6.41K and bringing the position to 1,075 shares worth $459K. The position accounts for 0.14% of the portfolio, ranked #89.

Karpas Strategies first reported a position in AMP in Q4 2014 and has held it in 21 quarters since. The position peaked at $465K in Q1 2024. 1,246 funds tracked by Wall St. Rank hold AMP as of Q2 2024.

Karpas Strategies held 1,075 shares of Ameriprise Financial worth $459K as of Q2 2024.
Karpas Strategies bought 15 Ameriprise Financial shares in Q2 2024, an estimated $6.41K.
Ameriprise Financial made up 0.14% of Karpas Strategies's portfolio in Q2 2024, its #89 holding.
Karpas Strategies first reported a position in Ameriprise Financial in Q4 2014 and has held it in 21 quarters since.
Karpas Strategies's Ameriprise Financial position peaked at $465K in Q1 2024.
1,246 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2024.

Based on Karpas Strategies's 13F filing for Q2 2024, filed 30 Jul 2024.