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Paloma Partners’s Ameriprise Financial AMP Stock Holding History

Paloma 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
2020
Q1 		– Sell
-1,800
Closed -$300K – 1215
2019
Q4 		$300K Buy
+1,800
New +$279K ﹤0.01% 1755
2018
Q2 		– Sell
-6,100
Closed -$902K – 1594
2018
Q1 		$902K Buy
6,100
+4,500
+281% +$734K 0.01% 1043
2017
Q4 		$271K Sell
1,600
-17,300
-92% -$2.77M ﹤0.01% 1605
2017
Q3 		$2.81M Buy
+18,900
New +$2.64M 0.04% 542

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Paloma Partners's AMP Position: Q4 2024 in Review

Paloma Partners sold out of Ameriprise Financial (AMP) in Q4 2024, closing a stake of 1,600 shares — an estimated $752K sold.

Paloma Partners first reported a position in AMP in Q3 2013 and held it in 33 quarters. The position peaked at $19M in Q1 2019. 1,389 funds tracked by Wall St. Rank hold AMP as of Q4 2024.

  • Paloma Partners reported no remaining Ameriprise Financial position as of Q4 2024 after selling out during the quarter.
  • Paloma Partners sold 1,600 Ameriprise Financial shares in Q4 2024, an estimated $752K.
  • Paloma Partners first reported a position in Ameriprise Financial in Q3 2013 and held it in 33 quarters.
  • Paloma Partners's Ameriprise Financial position peaked at $19M in Q1 2019.
  • 1,389 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2024.

Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.