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Prio Wealth Limited Partnership’s Ameriprise Financial AMP Stock Holding History

Prio Wealth Limited Partnership’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 		$294K Hold
626
– – 0.01% 223
2024
Q2 		$267K Sell
626
-77
-11% -$32.9K 0.01% 228
2024
Q1 		$308K Buy
703
+133
+23% +$53.3K 0.01% 227
2023
Q4 		$217K Buy
+570
New +$195K 0.01% 246

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

Prio Wealth Limited Partnership's AMP Position: Q3 2024 in Review

Prio Wealth Limited Partnership held its Ameriprise Financial (AMP) position steady in Q3 2024 at 626 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #223.

Prio Wealth Limited Partnership first reported a position in AMP in Q4 2023 and has held it in 4 quarters since. The position peaked at $308K in Q1 2024. 1,263 funds tracked by Wall St. Rank hold AMP as of Q3 2024.

  • Prio Wealth Limited Partnership held 626 shares of Ameriprise Financial worth $294K as of Q3 2024.
  • Prio Wealth Limited Partnership left its Ameriprise Financial share count unchanged in Q3 2024.
  • Ameriprise Financial made up 0.01% of Prio Wealth Limited Partnership's portfolio in Q3 2024, its #223 holding.
  • Prio Wealth Limited Partnership first reported a position in Ameriprise Financial in Q4 2023 and has held it in 4 quarters since.
  • Prio Wealth Limited Partnership's Ameriprise Financial position peaked at $308K in Q1 2024.
  • 1,263 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2024.

Based on Prio Wealth Limited Partnership's 13F filing for Q3 2024, filed 21 Oct 2024.