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New Potomac Partners’s Ameriprise Financial AMP Stock Holding History

New Potomac Partners’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 		$3.31M Sell
7,047
-156
-2% -$67.7K 1.7% 23
2024
Q2 		$3.08M Sell
7,203
-135
-2% -$57.7K 1.68% 22
2024
Q1 		$3.22M Sell
7,338
-312
-4% -$125K 1.79% 22
2023
Q4 		$2.91M Sell
7,650
-601
-7% -$206K 1.73% 21
2023
Q3 		$2.72M Sell
8,251
-229
-3% -$78.2K 1.87% 18
2023
Q2 		$2.82M Sell
8,480
-282
-3% -$86.7K 1.86% 18
2023
Q1 		$2.69M Sell
8,762
-223
-2% -$73.1K 1.86% 19
2022
Q4 		$2.8M Sell
8,985
-24
-0.3% -$7.32K 2.07% 14
2022
Q3 		$2.27M Sell
9,009
-83
-0.9% -$21.8K 1.92% 19
2022
Q2 		$2.16M Sell
9,092
-123
-1% -$32.9K 1.74% 25
2022
Q1 		$2.77M Sell
9,215
-1,028
-10% -$311K 1.95% 20
2021
Q4 		$3.09M Sell
10,243
-1,680
-14% -$497K 2% 23
2021
Q3 		$3.15M Sell
11,923
-570
-5% -$149K 2.17% 20
2021
Q2 		$3.11M Sell
12,493
-110
-0.9% -$27.7K 2.11% 19
2021
Q1 		$2.93M Sell
12,603
-180
-1% -$38.9K 2.15% 20
2020
Q4 		$2.48M Sell
12,783
-80
-0.6% -$14.3K 1.8% 24
2020
Q3 		$1.98M Buy
12,863
+38
+0.3% +$5.85K 1.58% 29
2020
Q2 		$1.92M Buy
12,825
+360
+3% +$46.2K 1.72% 26
2020
Q1 		$1.28M Sell
12,465
-90
-0.7% -$13.3K 1.4% 35
2019
Q4 		$2.09M Buy
12,555
+130
+1% +$20.1K 1.95% 20
2019
Q3 		$1.83M Sell
12,425
-300
-2% -$42K 1.83% 27
2019
Q2 		$1.85M Buy
+12,725
New +$1.84M 1.87% 23

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 $1.81T AUM 41.13% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

New Potomac Partners's AMP Position: Q3 2024 in Review

New Potomac Partners reduced its Ameriprise Financial (AMP) stake by 2.2% in Q3 2024, selling an estimated $67.7K and leaving 7,047 shares worth $3.31M. The position accounts for 1.7% of the portfolio, ranked #23.

New Potomac Partners first reported a position in AMP in Q2 2019 and has held it in 22 quarters since. 1,265 funds tracked by Wall St. Rank hold AMP as of Q3 2024.

  • New Potomac Partners held 7,047 shares of Ameriprise Financial worth $3.31M as of Q3 2024.
  • New Potomac Partners sold 156 Ameriprise Financial shares in Q3 2024, an estimated $67.7K.
  • Ameriprise Financial made up 1.7% of New Potomac Partners's portfolio in Q3 2024, its #23 holding.
  • New Potomac Partners first reported a position in Ameriprise Financial in Q2 2019 and has held it in 22 quarters since.
  • 1,265 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2024.

Based on New Potomac Partners's 13F filing for Q3 2024, filed 8 Nov 2024.