Kula Investments’s Ameriprise Financial AMP Stock Holding History

Kula Investments’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
2023 Q1	$314K	Buy	+1,026	New	+$336K	0.08%	445

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Kula Investments's AMP Position: Q1 2023 in Review

Kula Investments opened a new position in Ameriprise Financial (AMP) in Q1 2023: 1,026 shares worth $314K. The stake represents 0.08% of the portfolio and ranks #445 among its holdings.

1,036 funds tracked by Wall St. Rank hold AMP as of Q1 2023.

Kula Investments held 1,026 shares of Ameriprise Financial worth $314K as of Q1 2023.
Ameriprise Financial was a new Kula Investments position in Q1 2023.
Ameriprise Financial made up 0.08% of Kula Investments's portfolio in Q1 2023, its #445 holding.
1,036 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.