KFA Private Wealth Group’s Ameriprise Financial AMP Stock Holding History

KFA Private Wealth Group’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	–	Sell	-864	Closed	-$379K	–	79
2024 Q1	$379K	Sell	864 -12	-1%	-$4.8K	0.12%	73
2023 Q4	$333K	Sell	876 -15	-2%	-$5.14K	0.12%	68
2023 Q3	$294K	Buy	891 +3	+0.3%	+$1.02K	0.12%	67
2023 Q2	$295K	Buy	888 +2	+0.2%	+$615	0.12%	63
2023 Q1	$272K	Buy	+886	New	+$290K	0.12%	66

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

KFA Private Wealth Group's AMP Position: Q2 2024 in Review

KFA Private Wealth Group sold out of Ameriprise Financial (AMP) in Q2 2024, closing a stake of 864 shares — an estimated $379K sold.

KFA Private Wealth Group first reported a position in AMP in Q1 2023 and held it in 5 quarters. The position peaked at $379K in Q1 2024. 1,245 funds tracked by Wall St. Rank hold AMP as of Q2 2024.

KFA Private Wealth Group reported no remaining Ameriprise Financial position as of Q2 2024 after selling out during the quarter.
KFA Private Wealth Group sold 864 Ameriprise Financial shares in Q2 2024, an estimated $379K.
KFA Private Wealth Group first reported a position in Ameriprise Financial in Q1 2023 and held it in 5 quarters.
KFA Private Wealth Group's Ameriprise Financial position peaked at $379K in Q1 2024.
1,245 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2024.

Based on KFA Private Wealth Group's 13F filing for Q2 2024, filed 7 Aug 2024.