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One Wealth Management Investment & Advisory Services’s Ameriprise Financial AMP Stock Holding History

One Wealth Management Investment & Advisory 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
Q3 		– Sell
-634
Closed -$271K – 53
2024
Q2 		$271K Sell
634
-59
-9% -$25.2K 0.11% 94
2024
Q1 		$304K Buy
693
+82
+13% +$32.8K 0.12% 92
2023
Q4 		$232K Buy
+611
New +$210K 0.1% 108

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $95.5B AUM 28.4% 1-Year Est. Return

One Wealth Management Investment & Advisory Services's AMP Position: Q3 2024 in Review

One Wealth Management Investment & Advisory Services sold out of Ameriprise Financial (AMP) in Q3 2024, closing a stake of 634 shares — an estimated $271K sold.

One Wealth Management Investment & Advisory Services first reported a position in AMP in Q4 2023 and held it in 3 quarters. The position peaked at $304K in Q1 2024. 1,264 funds tracked by Wall St. Rank hold AMP as of Q3 2024.

  • One Wealth Management Investment & Advisory Services reported no remaining Ameriprise Financial position as of Q3 2024 after selling out during the quarter.
  • One Wealth Management Investment & Advisory Services sold 634 Ameriprise Financial shares in Q3 2024, an estimated $271K.
  • One Wealth Management Investment & Advisory Services first reported a position in Ameriprise Financial in Q4 2023 and held it in 3 quarters.
  • One Wealth Management Investment & Advisory Services's Ameriprise Financial position peaked at $304K in Q1 2024.
  • 1,264 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2024.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q3 2024, filed 6 Nov 2024.