Private Ocean’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $56.5K | Hold |
132
| – | – | 0.01% | 251 |
|
|
2024
Q1 | $58K | Hold |
132
| – | – | 0.01% | 227 |
|
|
2023
Q4 | $50.2K | Hold |
132
| – | – | 0.01% | 243 |
|
|
2023
Q3 | $43.6K | Hold |
132
| – | – | 0.01% | 241 |
|
|
2023
Q2 | $43.9K | Buy |
132
+80
| +154% | +$24.6K | 0.01% | 265 |
|
|
2023
Q1 | $16K | Sell |
52
-1
| -2% | -$328 | ﹤0.01% | 341 |
|
|
2022
Q4 | $16.3K | Buy |
53
+1
| +2% | +$305 | ﹤0.01% | 329 |
|
|
2022
Q3 | $13K | Hold |
52
| – | – | ﹤0.01% | 344 |
|
|
2022
Q2 | $12K | Hold |
52
| – | – | ﹤0.01% | 333 |
|
|
2022
Q1 | $16K | Hold |
52
| – | – | ﹤0.01% | 358 |
|
|
2021
Q4 | $16K | Buy |
+52
| New | +$15.4K | ﹤0.01% | 377 |
|
|
2019
Q4 | – | Sell |
-25
| Closed | -$4K | – | 498 |
|
|
2019
Q3 | $4K | Hold |
25
| – | – | ﹤0.01% | 491 |
|
|
2019
Q2 | $3K | Sell |
25
-75
| -75% | -$10.8K | ﹤0.01% | 402 |
|
|
2019
Q1 | $13K | Hold |
100
| – | – | ﹤0.01% | 305 |
|
|
2018
Q4 | $10K | Hold |
100
| – | – | ﹤0.01% | 262 |
|
|
2018
Q3 | $15K | Hold |
100
| – | – | 0.01% | 229 |
|
|
2018
Q2 | $14K | Hold |
100
| – | – | 0.01% | 252 |
|
|
2018
Q1 | $14K | Sell |
100
-91
| -48% | -$14.8K | 0.01% | 272 |
|
|
2017
Q4 | $32K | Buy |
191
+91
| +91% | +$14.6K | 0.02% | 162 |
|
|
2017
Q3 | $15K | Hold |
100
| – | – | 0.01% | 135 |
|
|
2017
Q2 | $13K | Hold |
100
| – | – | 0.01% | 133 |
|
|
2017
Q1 | $13K | Hold |
100
| – | – | 0.01% | 133 |
|
|
2016
Q4 | $11K | Hold |
100
| – | – | 0.01% | 146 |
|
|
2016
Q3 | $10K | Hold |
100
| – | – | 0.01% | 155 |
|
|
2016
Q2 | $9K | Hold |
100
| – | – | 0.01% | 150 |
|
|
2016
Q1 | $9K | Hold |
100
| – | – | 0.01% | 144 |
|
|
2015
Q4 | $11K | Hold |
100
| – | – | 0.01% | 143 |
|
|
2015
Q3 | $11K | Hold |
100
| – | – | 0.01% | 143 |
|
|
2015
Q2 | $12K | Hold |
100
| – | – | 0.01% | 123 |
|
|
2015
Q1 | $13K | Hold |
100
| – | – | 0.01% | 118 |
|
|
2014
Q4 | $13K | Hold |
100
| – | – | 0.01% | 135 |
|
|
2014
Q3 | $12K | Hold |
100
| – | – | 0.01% | 151 |
|
|
2014
Q2 | $12K | Hold |
100
| – | – | 0.01% | 154 |
|
|
2014
Q1 | $11K | Sell |
100
-41
| -29% | -$4.49K | 0.01% | 154 |
|
|
2013
Q4 | $16K | Buy |
+141
| New | +$14.6K | 0.01% | 133 |
|
Other funds holding AMP
Private Ocean's AMP Position: Q2 2024 in Review
Private Ocean held its Ameriprise Financial (AMP) position steady in Q2 2024 at 132 shares worth $56.5K. The position accounts for 0.01% of the portfolio, ranked #251.
Private Ocean first reported a position in AMP in Q4 2013 and has held it in 35 quarters since. The position peaked at $58K in Q1 2024. 1,248 funds tracked by Wall St. Rank hold AMP as of Q2 2024.
- Private Ocean held 132 shares of Ameriprise Financial worth $56.5K as of Q2 2024.
- Private Ocean left its Ameriprise Financial share count unchanged in Q2 2024.
- Ameriprise Financial made up 0.01% of Private Ocean's portfolio in Q2 2024, its #251 holding.
- Private Ocean first reported a position in Ameriprise Financial in Q4 2013 and has held it in 35 quarters since.
- Private Ocean's Ameriprise Financial position peaked at $58K in Q1 2024.
- 1,248 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2024.
Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.