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Providence Capital Advisors’s Ameriprise Financial AMP Stock Holding History

Providence Capital Advisors’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
Q1 		– Sell
-100
Closed -$38K – 343
2023
Q4 		$38K Buy
+100
New +$34.3K 0.01% 179
2019
Q4 		– Sell
-40
Closed -$6K – 268
2019
Q3 		$6K Hold
40
– – ﹤0.01% 186
2019
Q2 		$6K Hold
40
– – ﹤0.01% 191
2019
Q1 		$5K Hold
40
– – ﹤0.01% 210
2018
Q4 		$4K Hold
40
– – ﹤0.01% 220
2018
Q3 		$6K Sell
40
-287
-88% -$41.1K ﹤0.01% 220
2018
Q2 		$46K Hold
327
– – 0.03% 124
2018
Q1 		$48K Hold
327
– – 0.04% 119
2017
Q4 		$55K Buy
+327
New +$52.4K 0.04% 116

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Providence Capital Advisors's AMP Position: Q1 2024 in Review

Providence Capital Advisors sold out of Ameriprise Financial (AMP) in Q1 2024, closing a stake of 100 shares — an estimated $38K sold.

Providence Capital Advisors first reported a position in AMP in Q4 2017 and held it in 9 quarters. The position peaked at $55K in Q4 2017. 1,243 funds tracked by Wall St. Rank hold AMP as of Q1 2024.

  • Providence Capital Advisors reported no remaining Ameriprise Financial position as of Q1 2024 after selling out during the quarter.
  • Providence Capital Advisors sold 100 Ameriprise Financial shares in Q1 2024, an estimated $38K.
  • Providence Capital Advisors first reported a position in Ameriprise Financial in Q4 2017 and held it in 9 quarters.
  • Providence Capital Advisors's Ameriprise Financial position peaked at $55K in Q4 2017.
  • 1,243 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2024.

Based on Providence Capital Advisors's 13F filing for Q1 2024, filed 13 May 2024.