Kathleen S. Wright Associates’s Ameriprise Financial AMP Stock Holding History

Kathleen S. Wright Associates’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	-23	Closed	-$9.82K	–	294
2024 Q2	$9.82K	Hold	23	–	–	﹤0.01%	196
2024 Q1	$10.1K	Hold	23	–	–	﹤0.01%	188
2023 Q4	$8.74K	Hold	23	–	–	﹤0.01%	168
2023 Q3	$7.58K	Hold	23	–	–	﹤0.01%	156
2023 Q2	$7.64K	Hold	23	–	–	﹤0.01%	139
2023 Q1	$7.05K	Hold	23	–	–	﹤0.01%	137
2022 Q4	$7K	Hold	23	–	–	﹤0.01%	159
2022 Q3	$6K	Buy	+23	New	+$6.05K	﹤0.01%	149

Other funds holding AMP

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Kathleen S. Wright Associates's AMP Position: Q3 2024 in Review

Kathleen S. Wright Associates sold out of Ameriprise Financial (AMP) in Q3 2024, closing a stake of 23 shares — an estimated $9.82K sold.

Kathleen S. Wright Associates first reported a position in AMP in Q3 2022 and held it in 8 quarters. The position peaked at $10.1K in Q1 2024. 1,266 funds tracked by Wall St. Rank hold AMP as of Q3 2024.

Kathleen S. Wright Associates reported no remaining Ameriprise Financial position as of Q3 2024 after selling out during the quarter.
Kathleen S. Wright Associates sold 23 Ameriprise Financial shares in Q3 2024, an estimated $9.82K.
Kathleen S. Wright Associates first reported a position in Ameriprise Financial in Q3 2022 and held it in 8 quarters.
Kathleen S. Wright Associates's Ameriprise Financial position peaked at $10.1K in Q1 2024.
1,266 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2024.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2024, filed 11 Oct 2024.