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

Redwood 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
2024
Q3 		– Sell
-1
Closed -$427 – 204
2024
Q2 		$427 Buy
+1
New +$427 ﹤0.01% 1061

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

Redwood Wealth Management Group's AMP Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Ameriprise Financial (AMP) in Q3 2024, closing a stake of 1 share — an estimated $427 sold.

Redwood Wealth Management Group first reported a position in AMP in Q2 2024 and held it in 1 quarter. The position peaked at $427 in Q2 2024. 1,263 funds tracked by Wall St. Rank hold AMP as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Ameriprise Financial position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 1 Ameriprise Financial share in Q3 2024, an estimated $427.
  • Redwood Wealth Management Group first reported a position in Ameriprise Financial in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Ameriprise Financial position peaked at $427 in Q2 2024.
  • 1,263 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.