Kolinsky Wealth Management’s Ameriprise Financial AMP Stock Holding History

Kolinsky 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	$818K	Buy	1,536 +45	+3%	+$24K	0.5%	31
2024 Q3	$700K	Sell	1,491 -45	-3%	-$19.5K	0.46%	42
2024 Q2	$656K	Sell	1,536 -19	-1%	-$8.12K	0.47%	43
2024 Q1	$682K	Buy	1,555 +53	+4%	+$21.2K	0.52%	38
2023 Q4	$571K	Sell	1,502 -7	-0.5%	-$2.4K	0.5%	40
2023 Q3	$497K	Sell	1,509 -1	-0.1%	-$341	0.49%	41
2023 Q2	$501K	Buy	1,510 +78	+5%	+$24K	0.48%	45
2023 Q1	$439K	Buy	1,432 +57	+4%	+$18.7K	0.47%	46
2022 Q4	$428K	Sell	1,375 -9	-0.7%	-$2.75K	0.49%	46
2022 Q3	$349K	Buy	1,384 +6	+0.4%	+$1.58K	0.44%	51
2022 Q2	$328K	Buy	1,378 +6	+0.4%	+$1.61K	0.39%	57
2022 Q1	$412K	Buy	1,372 +127	+10%	+$38.4K	0.4%	45
2021 Q4	$376K	Buy	+1,245	New	+$368K	0.35%	66

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Kolinsky Wealth Management's AMP Position: Q4 2024 in Review

Kolinsky Wealth Management increased its Ameriprise Financial (AMP) stake by 3% in Q4 2024, buying an estimated $24K and bringing the position to 1,536 shares worth $818K. The position accounts for 0.5% of the portfolio, ranked #31.

Kolinsky Wealth Management first reported a position in AMP in Q4 2021 and has held it in 13 quarters since. 1,393 funds tracked by Wall St. Rank hold AMP as of Q4 2024.

Kolinsky Wealth Management held 1,536 shares of Ameriprise Financial worth $818K as of Q4 2024.
Kolinsky Wealth Management bought 45 Ameriprise Financial shares in Q4 2024, an estimated $24K.
Ameriprise Financial made up 0.5% of Kolinsky Wealth Management's portfolio in Q4 2024, its #31 holding.
Kolinsky Wealth Management first reported a position in Ameriprise Financial in Q4 2021 and has held it in 13 quarters since.
1,393 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.