Lee Financial’s Ameriprise Financial AMP Stock Holding History

Lee Financial’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	–	Sell	-10	Closed	-$3.8K	–	180
2023 Q4	$3.8K	Hold	10	–	–	﹤0.01%	600
2023 Q3	$3.3K	Hold	10	–	–	﹤0.01%	583
2023 Q2	$3.32K	Hold	10	–	–	﹤0.01%	566
2023 Q1	$3.06K	Sell	10 -2	-17%	-$655	﹤0.01%	593
2022 Q4	$3.74K	Hold	12	–	–	﹤0.01%	592
2022 Q3	$4K	Buy	12 +2	+20%	+$526	﹤0.01%	556
2022 Q2	$2K	Hold	10	–	–	﹤0.01%	662
2022 Q1	$3K	Hold	10	–	–	﹤0.01%	554
2021 Q4	$3K	Hold	10	–	–	﹤0.01%	651
2021 Q3	$3K	Hold	10	–	–	﹤0.01%	533
2021 Q2	$2K	Buy	+10	New	+$2.52K	﹤0.01%	542
2018 Q3	–	Sell	-114	Closed	-$16K	–	472
2018 Q2	$16K	Sell	114 -115	-50%	-$16.3K	﹤0.01%	386
2018 Q1	$34K	Sell	229 -453	-66%	-$73.9K	0.01%	288
2017 Q4	$116K	Buy	682 +340	+99%	+$54.5K	0.03%	145
2017 Q3	$51K	Hold	342	–	–	0.02%	180
2017 Q2	$44K	Buy	+342	New	+$43.4K	0.02%	197

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

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

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

Lee Financial's AMP Position: Q1 2024 in Review

Lee Financial sold out of Ameriprise Financial (AMP) in Q1 2024, closing a stake of 10 shares — an estimated $3.8K sold.

Lee Financial first reported a position in AMP in Q2 2017 and held it in 16 quarters. The position peaked at $116K in Q4 2017. 1,243 funds tracked by Wall St. Rank hold AMP as of Q1 2024.

Lee Financial reported no remaining Ameriprise Financial position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 10 Ameriprise Financial shares in Q1 2024, an estimated $3.8K.
Lee Financial first reported a position in Ameriprise Financial in Q2 2017 and held it in 16 quarters.
Lee Financial's Ameriprise Financial position peaked at $116K in Q4 2017.
1,243 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.