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Lake Street Advisors Group’s Ameriprise Financial AMP Stock Holding History

Lake Street Advisors 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
Q4 		$1.26M Sell
2,368
-56
-2% -$29.9K 0.06% 195
2024
Q3 		$1.14M Sell
2,424
-65
-3% -$28.2K 0.05% 198
2024
Q2 		$1.06M Sell
2,489
-17
-0.7% -$7.26K 0.05% 206
2024
Q1 		$1.1M Buy
2,506
+14
+0.6% +$5.61K 0.05% 216
2023
Q4 		$946K Buy
+2,492
New +$855K 0.05% 229
2021
Q3 		– Sell
-1,761
Closed -$480K – 236
2021
Q2 		$480K Buy
1,761
+118
+7% +$29.7K 0.04% 169
2021
Q1 		$382K Sell
1,643
-235
-13% -$50.8K 0.03% 193
2020
Q4 		$365K Buy
1,878
+8
+0.4% +$1.43K 0.03% 191
2020
Q3 		$288K Sell
1,870
-215
-10% -$33.1K 0.03% 213
2020
Q2 		$313K Buy
+2,085
New +$267K 0.03% 193
2020
Q1 		– Sell
-1,586
Closed -$264K – 253
2019
Q4 		$264K Buy
1,586
+108
+7% +$16.7K 0.03% 206
2019
Q3 		$217K Sell
1,478
-117
-7% -$16.4K 0.02% 203
2019
Q2 		$231K Sell
1,595
-31
-2% -$4.48K 0.02% 187
2019
Q1 		$208K Buy
+1,626
New +$202K 0.02% 210
2018
Q4 		– Sell
-1,904
Closed -$281K – 201
2018
Q3 		$281K Sell
1,904
-620
-25% -$88.7K 0.03% 146
2018
Q2 		$353K Buy
2,524
+104
+4% +$14.7K 0.04% 200
2018
Q1 		$358K Sell
2,420
-20
-0.8% -$3.26K 0.04% 170
2017
Q4 		$414K Buy
+2,440
New +$391K 0.05% 163

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Lake Street Advisors Group's AMP Position: Q4 2024 in Review

Lake Street Advisors Group reduced its Ameriprise Financial (AMP) stake by 2.3% in Q4 2024, selling an estimated $29.9K and leaving 2,368 shares worth $1.26M. The position accounts for 0.06% of the portfolio, ranked #195.

Lake Street Advisors Group first reported a position in AMP in Q4 2017 and has held it in 18 quarters since. 1,390 funds tracked by Wall St. Rank hold AMP as of Q4 2024.

  • Lake Street Advisors Group held 2,368 shares of Ameriprise Financial worth $1.26M as of Q4 2024.
  • Lake Street Advisors Group sold 56 Ameriprise Financial shares in Q4 2024, an estimated $29.9K.
  • Ameriprise Financial made up 0.06% of Lake Street Advisors Group's portfolio in Q4 2024, its #195 holding.
  • Lake Street Advisors Group first reported a position in Ameriprise Financial in Q4 2017 and has held it in 18 quarters since.
  • 1,390 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.