PFS Investments’s Ameriprise Financial AMP Stock Holding History

PFS Investments’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 Q2	$3.27M	Buy	9,849 +1,494	+18%	+$459K	0.05%	275
2023 Q1	$2.48M	Buy	8,355 +1,198	+17%	+$392K	0.04%	282
2022 Q4	$2.23M	Sell	7,157 -1,190	-14%	-$363K	0.04%	275
2022 Q3	$2.1M	Buy	8,347 +311	+4%	+$81.8K	0.04%	269
2022 Q2	$1.91M	Buy	8,036 +1,255	+19%	+$336K	0.04%	274
2022 Q1	$2.04M	Buy	6,781 +750	+12%	+$227K	0.04%	278
2021 Q4	$1.82M	Buy	6,031 +753	+14%	+$223K	0.04%	284
2021 Q3	$1.62M	Buy	5,278 +1,134	+27%	+$297K	0.03%	284
2021 Q2	$1.03M	Buy	4,144 +2,699	+187%	+$680K	0.02%	301
2021 Q1	$336K	Buy	+1,445	New	+$312K	0.01%	314

Other funds holding AMP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

PFS Investments's AMP Position: Q2 2023 in Review

PFS Investments increased its Ameriprise Financial (AMP) stake by 18% in Q2 2023, buying an estimated $459K and bringing the position to 9,849 shares worth $3.27M. The position accounts for 0.05% of the portfolio, ranked #275.

PFS Investments first reported a position in AMP in Q1 2021 and has held it in 10 quarters since. 1,078 funds tracked by Wall St. Rank hold AMP as of Q2 2023.

PFS Investments held 9,849 shares of Ameriprise Financial worth $3.27M as of Q2 2023.
PFS Investments bought 1,494 Ameriprise Financial shares in Q2 2023, an estimated $459K.
Ameriprise Financial made up 0.05% of PFS Investments's portfolio in Q2 2023, its #275 holding.
PFS Investments first reported a position in Ameriprise Financial in Q1 2021 and has held it in 10 quarters since.
1,078 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2023.

Based on PFS Investments's 13F filing for Q2 2023, filed 14 Aug 2023.