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Naples Money Management’s Ameriprise Financial AMP Stock Holding History

Naples Money 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
Q3 		$8.93K Hold
19
– – 0.01% 197
2024
Q2 		$8.1K Hold
19
– – 0.01% 216
2024
Q1 		$8.33K Hold
19
– – 0.01% 212
2023
Q4 		$7.22K Buy
+19
New +$6.51K 0.01% 234

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Naples Money Management's AMP Position: Q3 2024 in Review

Naples Money Management held its Ameriprise Financial (AMP) position steady in Q3 2024 at 19 shares worth $8.93K. The position accounts for 0.01% of the portfolio, ranked #197.

Naples Money Management first reported a position in AMP in Q4 2023 and has held it in 4 quarters since. 1,264 funds tracked by Wall St. Rank hold AMP as of Q3 2024.

  • Naples Money Management held 19 shares of Ameriprise Financial worth $8.93K as of Q3 2024.
  • Naples Money Management left its Ameriprise Financial share count unchanged in Q3 2024.
  • Ameriprise Financial made up 0.01% of Naples Money Management's portfolio in Q3 2024, its #197 holding.
  • Naples Money Management first reported a position in Ameriprise Financial in Q4 2023 and has held it in 4 quarters since.
  • 1,264 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.