NinePointTwo Capital’s Ameriprise Financial AMP Stock Holding History

NinePointTwo Capital’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
2023 Q4	–	Sell	-787	Closed	-$259K	–	251
2023 Q3	$259K	Buy	+787	New	+$269K	0.11%	96

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

NinePointTwo Capital's AMP Position: Q4 2023 in Review

NinePointTwo Capital sold out of Ameriprise Financial (AMP) in Q4 2023, closing a stake of 787 shares — an estimated $259K sold.

NinePointTwo Capital first reported a position in AMP in Q3 2023 and held it in 1 quarter. The position peaked at $259K in Q3 2023. 1,161 funds tracked by Wall St. Rank hold AMP as of Q4 2023.

NinePointTwo Capital reported no remaining Ameriprise Financial position as of Q4 2023 after selling out during the quarter.
NinePointTwo Capital sold 787 Ameriprise Financial shares in Q4 2023, an estimated $259K.
NinePointTwo Capital first reported a position in Ameriprise Financial in Q3 2023 and held it in 1 quarter.
NinePointTwo Capital's Ameriprise Financial position peaked at $259K in Q3 2023.
1,161 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2023.

Based on NinePointTwo Capital's 13F filing for Q4 2023, filed 14 Feb 2024.