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Pacifica Partners’s Ameriprise Financial AMP Stock Holding History

Pacifica 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
Q2 		– Sell
-201
Closed -$86.6K – 531
2024
Q1 		$86.6K Hold
201
– – 0.04% 163
2023
Q4 		$70.9K Hold
201
– – 0.03% 173
2023
Q3 		$64.8K Hold
201
– – 0.04% 163
2023
Q2 		$66.7K Hold
201
– – 0.04% 145
2023
Q1 		$59.5K Hold
201
– – 0.04% 156
2022
Q4 		$62K Buy
+201
New +$61.3K 0.04% 143

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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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Pacifica Partners's AMP Position: Q2 2024 in Review

Pacifica Partners sold out of Ameriprise Financial (AMP) in Q2 2024, closing a stake of 201 shares — an estimated $86.6K sold.

Pacifica Partners first reported a position in AMP in Q4 2022 and held it in 6 quarters. The position peaked at $86.6K in Q1 2024. 1,245 funds tracked by Wall St. Rank hold AMP as of Q2 2024.

  • Pacifica Partners reported no remaining Ameriprise Financial position as of Q2 2024 after selling out during the quarter.
  • Pacifica Partners sold 201 Ameriprise Financial shares in Q2 2024, an estimated $86.6K.
  • Pacifica Partners first reported a position in Ameriprise Financial in Q4 2022 and held it in 6 quarters.
  • Pacifica Partners's Ameriprise Financial position peaked at $86.6K in Q1 2024.
  • 1,245 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2024.

Based on Pacifica Partners's 13F filing for Q2 2024, filed 11 Jul 2024.