M Holdings Securities’s Ameriprise Financial AMP Stock Holding History

M Holdings Securities’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 Q3	–	Sell	-981	Closed	-$419K	–	113
2024 Q2	$419K	Buy	+981	New	+$419K	0.05%	189

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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

Norges Bank Oslo, Norway $935B AUM

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

M Holdings Securities's AMP Position: Q3 2024 in Review

M Holdings Securities sold out of Ameriprise Financial (AMP) in Q3 2024, closing a stake of 981 shares — an estimated $419K sold.

M Holdings Securities first reported a position in AMP in Q2 2024 and held it in 1 quarter. The position peaked at $419K in Q2 2024. 1,263 funds tracked by Wall St. Rank hold AMP as of Q3 2024.

M Holdings Securities reported no remaining Ameriprise Financial position as of Q3 2024 after selling out during the quarter.
M Holdings Securities sold 981 Ameriprise Financial shares in Q3 2024, an estimated $419K.
M Holdings Securities first reported a position in Ameriprise Financial in Q2 2024 and held it in 1 quarter.
M Holdings Securities's Ameriprise Financial position peaked at $419K in Q2 2024.
1,263 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2024.

Based on M Holdings Securities's 13F filing for Q3 2024, filed 12 Nov 2024.