PrairieView Partners’s Ameriprise Financial AMP Stock Holding History

PrairieView 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 Q3	–	Sell	-26	Closed	-$11K	–	353
2024 Q2	$11K	Hold	26	–	–	﹤0.01%	286
2024 Q1	$12K	Sell	26 -6	-19%	-$2.4K	﹤0.01%	271
2023 Q4	$12K	Hold	32	–	–	﹤0.01%	264
2023 Q3	$10K	Sell	32 -9	-22%	-$3.07K	﹤0.01%	278
2023 Q2	$13K	Hold	41	–	–	﹤0.01%	298
2023 Q1	$12K	Sell	41 -20	-33%	-$6.55K	﹤0.01%	291
2022 Q4	$18K	Hold	61	–	–	﹤0.01%	272
2022 Q3	$15K	Sell	61 -6	-9%	-$1.58K	﹤0.01%	272
2022 Q2	$16K	Sell	67 -19	-22%	-$5.09K	﹤0.01%	284
2022 Q1	$26K	Sell	86 -27	-24%	-$8.17K	﹤0.01%	255
2021 Q4	$34K	Hold	113	–	–	﹤0.01%	248
2021 Q3	$30K	Hold	113	–	–	﹤0.01%	206
2021 Q2	$28K	Sell	113 -6	-5%	-$1.51K	﹤0.01%	203
2021 Q1	$28K	Sell	119 -1	-0.8%	-$216	﹤0.01%	200
2020 Q4	$23K	Hold	120	–	–	﹤0.01%	199
2020 Q3	$18K	Hold	120	–	–	﹤0.01%	203
2020 Q2	$18K	Hold	120	–	–	﹤0.01%	196
2020 Q1	$12K	Buy	+120	New	+$17.8K	﹤0.01%	210

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

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

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 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

Norges Bank Oslo, Norway $1T AUM

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

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

PrairieView Partners's AMP Position: Q3 2024 in Review

PrairieView Partners sold out of Ameriprise Financial (AMP) in Q3 2024, closing a stake of 26 shares — an estimated $11K sold.

PrairieView Partners first reported a position in AMP in Q1 2020 and held it in 18 quarters. The position peaked at $34K in Q4 2021. 1,266 funds tracked by Wall St. Rank hold AMP as of Q3 2024.

PrairieView Partners reported no remaining Ameriprise Financial position as of Q3 2024 after selling out during the quarter.
PrairieView Partners sold 26 Ameriprise Financial shares in Q3 2024, an estimated $11K.
PrairieView Partners first reported a position in Ameriprise Financial in Q1 2020 and held it in 18 quarters.
PrairieView Partners's Ameriprise Financial position peaked at $34K in Q4 2021.
1,266 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2024.

Based on PrairieView Partners's 13F filing for Q3 2024, filed 18 Oct 2024.