KIA
AMP icon

KLR Investment Advisors’s Ameriprise Financial AMP Stock Holding History

KLR Investment Advisors’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
Q1 		$707K Buy
1,679
+67
+4% +$26.8K 0.51% 46
2023
Q4 		$612K Buy
1,612
+157
+11% +$53.8K 0.44% 53
2023
Q3 		$446K Sell
1,455
-146
-9% -$49.8K 0.41% 77
2023
Q2 		$532K Buy
1,601
+62
+4% +$19.1K 0.44% 61
2023
Q1 		$472K Sell
1,539
-337
-18% -$110K 0.41% 77
2022
Q4 		$584K Buy
+1,876
New +$572K 0.48% 56

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

KLR Investment Advisors's AMP Position: Q1 2024 in Review

KLR Investment Advisors increased its Ameriprise Financial (AMP) stake by 4.2% in Q1 2024, buying an estimated $26.8K and bringing the position to 1,679 shares worth $707K. The position accounts for 0.51% of the portfolio, ranked #46.

KLR Investment Advisors first reported a position in AMP in Q4 2022 and has held it in 6 quarters since. 1,240 funds tracked by Wall St. Rank hold AMP as of Q1 2024.

  • KLR Investment Advisors held 1,679 shares of Ameriprise Financial worth $707K as of Q1 2024.
  • KLR Investment Advisors bought 67 Ameriprise Financial shares in Q1 2024, an estimated $26.8K.
  • Ameriprise Financial made up 0.51% of KLR Investment Advisors's portfolio in Q1 2024, its #46 holding.
  • KLR Investment Advisors first reported a position in Ameriprise Financial in Q4 2022 and has held it in 6 quarters since.
  • 1,240 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.