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Morningstar Investment Services’s Ameriprise Financial AMP Stock Holding History

Morningstar Investment 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
Q4 		– Sell
-437
Closed -$205K – 154
2024
Q3 		$205K Buy
+437
New +$190K ﹤0.01% 401

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Morningstar Investment Services's AMP Position: Q4 2024 in Review

Morningstar Investment Services sold out of Ameriprise Financial (AMP) in Q4 2024, closing a stake of 437 shares — an estimated $205K sold.

Morningstar Investment Services first reported a position in AMP in Q3 2024 and held it in 1 quarter. The position peaked at $205K in Q3 2024. 1,390 funds tracked by Wall St. Rank hold AMP as of Q4 2024.

  • Morningstar Investment Services reported no remaining Ameriprise Financial position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 437 Ameriprise Financial shares in Q4 2024, an estimated $205K.
  • Morningstar Investment Services first reported a position in Ameriprise Financial in Q3 2024 and held it in 1 quarter.
  • Morningstar Investment Services's Ameriprise Financial position peaked at $205K in Q3 2024.
  • 1,390 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.