Realta Investment Advisors’s Ameriprise Financial AMP Stock Holding History

Realta Investment 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 Q3	–	Sell	-4,537	Closed	-$1.94M	–	369
2024 Q2	$1.94M	Sell	4,537 -6	-0.1%	-$2.56K	0.38%	57
2024 Q1	$1.99M	Sell	4,543 -30	-0.7%	-$12K	0.41%	53
2023 Q4	$1.74M	Sell	4,573 -175	-4%	-$60K	0.39%	54
2023 Q3	$1.58M	Hold	4,748	–	–	0.36%	59
2023 Q2	$1.58M	Hold	4,748	–	–	0.34%	63
2023 Q1	$1.46M	Hold	4,748	–	–	0.35%	72
2022 Q4	$1.48M	Sell	4,748 -54	-1%	-$16.5K	0.36%	61
2022 Q3	$1.21M	Hold	4,802	–	–	0.32%	70
2022 Q2	$1.14M	Hold	4,802	–	–	0.28%	81
2022 Q1	$1.44M	Buy	4,802 +2,335	+95%	+$706K	0.29%	77
2021 Q4	$744K	Hold	2,467	–	–	0.16%	147
2021 Q3	$652K	Hold	2,467	–	–	0.15%	165
2021 Q2	$614K	Hold	2,467	–	–	0.15%	174
2021 Q1	$573K	Buy	+2,467	New	+$533K	0.15%	174
2020 Q1	–	Sell	-13	Closed	-$2K	–	341
2019 Q4	$2K	Sell	13 -14,805	-100%	-$2.29M	﹤0.01%	1460
2019 Q3	$2.18M	Buy	14,818 +14,473	+4,195%	+$2.03M	0.59%	24
2019 Q2	$51K	Buy	345 +319	+1,227%	+$46.1K	0.01%	665
2019 Q1	$4K	Buy	+26	New	+$3.23K	﹤0.01%	1097

Other funds holding AMP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Realta Investment Advisors's AMP Position: Q3 2024 in Review

Realta Investment Advisors sold out of Ameriprise Financial (AMP) in Q3 2024, closing a stake of 4,537 shares — an estimated $1.94M sold.

Realta Investment Advisors first reported a position in AMP in Q1 2019 and held it in 18 quarters. The position peaked at $2.18M in Q3 2019. 1,264 funds tracked by Wall St. Rank hold AMP as of Q3 2024.

Realta Investment Advisors reported no remaining Ameriprise Financial position as of Q3 2024 after selling out during the quarter.
Realta Investment Advisors sold 4,537 Ameriprise Financial shares in Q3 2024, an estimated $1.94M.
Realta Investment Advisors first reported a position in Ameriprise Financial in Q1 2019 and held it in 18 quarters.
Realta Investment Advisors's Ameriprise Financial position peaked at $2.18M in Q3 2019.
1,264 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.