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Provence Wealth Management Group’s Ameriprise Financial AMP Stock Holding History

Provence Wealth Management 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
2023
Q4 		$3.8K Hold
10
– – ﹤0.01% 375
2023
Q3 		$3.3K Buy
+10
New +$3.41K ﹤0.01% 383

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Provence Wealth Management Group's AMP Position: Q4 2023 in Review

Provence Wealth Management Group held its Ameriprise Financial (AMP) position steady in Q4 2023 at 10 shares worth $3.8K. The position accounts for ﹤0.01% of the portfolio, ranked #375.

Provence Wealth Management Group first reported a position in AMP in Q3 2023 and has held it in 2 quarters since. 1,162 funds tracked by Wall St. Rank hold AMP as of Q4 2023.

  • Provence Wealth Management Group held 10 shares of Ameriprise Financial worth $3.8K as of Q4 2023.
  • Provence Wealth Management Group left its Ameriprise Financial share count unchanged in Q4 2023.
  • Ameriprise Financial made up ﹤0.01% of Provence Wealth Management Group's portfolio in Q4 2023, its #375 holding.
  • Provence Wealth Management Group first reported a position in Ameriprise Financial in Q3 2023 and has held it in 2 quarters since.
  • 1,162 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.