Mirabella Financial Services’s Ameriprise Financial AMP Stock Holding History

Mirabella Financial Services’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	-922	Closed	-$394K	–	172
2024 Q2	$394K	Buy	+922	New	+$394K	0.03%	292
2023 Q4	–	Sell	-6,894	Closed	-$2.27M	–	424
2023 Q3	$2.27M	Buy	+6,894	New	+$2.35M	0.32%	87

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

Mirabella Financial Services's AMP Position: Q3 2024 in Review

Mirabella Financial Services sold out of Ameriprise Financial (AMP) in Q3 2024, closing a stake of 922 shares — an estimated $394K sold.

Mirabella Financial Services first reported a position in AMP in Q3 2023 and held it in 2 quarters. The position peaked at $2.27M in Q3 2023. 1,263 funds tracked by Wall St. Rank hold AMP as of Q3 2024.

Mirabella Financial Services reported no remaining Ameriprise Financial position as of Q3 2024 after selling out during the quarter.
Mirabella Financial Services sold 922 Ameriprise Financial shares in Q3 2024, an estimated $394K.
Mirabella Financial Services first reported a position in Ameriprise Financial in Q3 2023 and held it in 2 quarters.
Mirabella Financial Services's Ameriprise Financial position peaked at $2.27M in Q3 2023.
1,263 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2024.

Based on Mirabella Financial Services's 13F filing for Q3 2024, filed 13 Nov 2024.