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Norwood Financial’s Ameriprise Financial AMP Stock Holding History

Norwood Financial’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
-25
Closed -$8.24K – 280
2023
Q3 		$8.24K Hold
25
– – 0.01% 231
2023
Q2 		$8.3K Hold
25
– – 0.01% 234
2023
Q1 		$7.66K Hold
25
– – 0.01% 229
2022
Q4 		$7.78K Hold
25
– – 0.01% 229
2022
Q3 		$6K Buy
+25
New +$6.58K 0.01% 236

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
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

Norwood Financial's AMP Position: Q4 2023 in Review

Norwood Financial sold out of Ameriprise Financial (AMP) in Q4 2023, closing a stake of 25 shares — an estimated $8.24K sold.

Norwood Financial first reported a position in AMP in Q3 2022 and held it in 5 quarters. The position peaked at $8.3K in Q2 2023. 1,162 funds tracked by Wall St. Rank hold AMP as of Q4 2023.

  • Norwood Financial reported no remaining Ameriprise Financial position as of Q4 2023 after selling out during the quarter.
  • Norwood Financial sold 25 Ameriprise Financial shares in Q4 2023, an estimated $8.24K.
  • Norwood Financial first reported a position in Ameriprise Financial in Q3 2022 and held it in 5 quarters.
  • Norwood Financial's Ameriprise Financial position peaked at $8.3K in Q2 2023.
  • 1,162 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2023.

Based on Norwood Financial's 13F filing for Q4 2023, filed 12 Jan 2024.