Moloney Securities Asset Management’s Ameriprise Financial AMP Stock Holding History

Moloney Securities Asset Management’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 Q2	–	Sell	-830	Closed	-$364K	–	469
2024 Q1	$364K	Hold	830	–	–	0.05%	312
2023 Q4	$315K	Hold	830	–	–	0.05%	329
2023 Q3	$273K	Hold	830	–	–	0.05%	328
2023 Q2	$276K	Hold	830	–	–	0.05%	327
2023 Q1	$254K	Hold	830	–	–	0.05%	345
2022 Q4	$258K	Hold	830	–	–	0.06%	316
2022 Q3	$209K	Buy	+830	New	+$218K	0.05%	328
2022 Q2	–	Sell	-830	Closed	-$249K	–	373
2022 Q1	$249K	Hold	830	–	–	0.05%	346
2021 Q4	$250K	Hold	830	–	–	0.04%	358
2021 Q3	$219K	Hold	830	–	–	0.04%	380
2021 Q2	$206K	Buy	+830	New	+$209K	0.04%	391

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

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

Norges Bank Oslo, Norway $935B AUM

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

Moloney Securities Asset Management's AMP Position: Q2 2024 in Review

Moloney Securities Asset Management sold out of Ameriprise Financial (AMP) in Q2 2024, closing a stake of 830 shares — an estimated $364K sold.

Moloney Securities Asset Management first reported a position in AMP in Q2 2021 and held it in 11 quarters. The position peaked at $364K in Q1 2024. 1,245 funds tracked by Wall St. Rank hold AMP as of Q2 2024.

Moloney Securities Asset Management reported no remaining Ameriprise Financial position as of Q2 2024 after selling out during the quarter.
Moloney Securities Asset Management sold 830 Ameriprise Financial shares in Q2 2024, an estimated $364K.
Moloney Securities Asset Management first reported a position in Ameriprise Financial in Q2 2021 and held it in 11 quarters.
Moloney Securities Asset Management's Ameriprise Financial position peaked at $364K in Q1 2024.
1,245 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2024.

Based on Moloney Securities Asset Management's 13F filing for Q2 2024, filed 30 Jul 2024.