PFG
AMP icon

Peterson Financial Group’s Ameriprise Financial AMP Stock Holding History

Peterson Financial Group’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 		$45.5K Buy
+97
New +$42.1K 0.18% 95

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Peterson Financial Group's AMP Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Ameriprise Financial (AMP) in Q3 2024: 97 shares worth $45.5K. The stake represents 0.18% of the portfolio and ranks #95 among its holdings.

1,265 funds tracked by Wall St. Rank hold AMP as of Q3 2024.

  • Peterson Financial Group held 97 shares of Ameriprise Financial worth $45.5K as of Q3 2024.
  • Ameriprise Financial was a new Peterson Financial Group position in Q3 2024.
  • Ameriprise Financial made up 0.18% of Peterson Financial Group's portfolio in Q3 2024, its #95 holding.
  • 1,265 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.