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Ropes Wealth Advisors’s Ameriprise Financial AMP Stock Holding History

Ropes Wealth 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
2023
Q3 		$621K Sell
1,885
-2,156
-53% -$736K 0.12% 134
2023
Q2 		$1.34M Buy
4,041
+1,005
+33% +$309K 0.22% 102
2023
Q1 		$931K Buy
3,036
+70
+2% +$22.9K 0.17% 127
2022
Q4 		$924K Buy
2,966
+524
+21% +$160K 0.17% 120
2022
Q3 		$615K Buy
2,442
+234
+11% +$61.6K 0.13% 134
2022
Q2 		$525K Hold
2,208
– – 0.11% 165
2022
Q1 		$663K Hold
2,208
– – 0.11% 166
2021
Q4 		$666K Hold
2,208
– – 0.12% 142
2021
Q3 		$583K Sell
2,208
-5
-0.2% -$1.31K 0.09% 166
2021
Q2 		$551K Hold
2,213
– – 0.09% 166
2021
Q1 		$571K Sell
2,213
-185
-8% -$40K 0.1% 156
2020
Q4 		$466K Buy
2,398
+1,841
+331% +$330K 0.07% 161
2020
Q3 		$86K Hold
557
– – 0.02% 284
2020
Q2 		$84K Hold
557
– – 0.02% 269
2020
Q1 		$57K Sell
557
-1,177
-68% -$174K 0.01% 271
2019
Q4 		$289K Buy
1,734
+175
+11% +$27.1K 0.06% 179
2019
Q3 		$229K Buy
1,559
+82
+6% +$11.5K 0.05% 209
2019
Q2 		$214K Buy
1,477
+1,240
+523% +$179K 0.05% 212
2019
Q1 		$30K Hold
237
– – 0.01% 377
2018
Q4 		$25K Hold
237
– – 0.01% 358
2018
Q3 		$35K Hold
237
– – 0.01% 360
2018
Q2 		$33K Hold
237
– – 0.01% 385
2018
Q1 		$35K Sell
237
-43
-15% -$7.01K 0.01% 362
2017
Q4 		$47K Buy
280
+43
+18% +$6.89K 0.01% 357
2017
Q3 		$35K Hold
237
– – 0.01% 362
2017
Q2 		$30K Sell
237
-25
-10% -$3.17K 0.01% 372
2017
Q1 		$34K Buy
262
+212
+424% +$26.2K 0.01% 366
2016
Q4 		$6K Hold
50
– – ﹤0.01% 459
2016
Q3 		$5K Sell
50
-38
-43% -$3.68K ﹤0.01% 431
2016
Q2 		$8K Buy
88
+61
+226% +$5.89K ﹤0.01% 377
2016
Q1 		$3K Buy
27
+15
+125% +$1.34K ﹤0.01% 370
2015
Q4 		$1K Sell
12
-9
-43% -$1.01K ﹤0.01% 412
2015
Q3 		$2K Buy
+21
New +$2.48K ﹤0.01% 376

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 $3.37T AUM 44.26% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 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

Ropes Wealth Advisors's AMP Position: Q3 2023 in Review

Ropes Wealth Advisors reduced its Ameriprise Financial (AMP) stake by 53% in Q3 2023, selling an estimated $736K and leaving 1,885 shares worth $621K. The position accounts for 0.12% of the portfolio, ranked #134.

Ropes Wealth Advisors first reported a position in AMP in Q3 2015 and has held it in 33 quarters since. The position peaked at $1.34M in Q2 2023. 1,085 funds tracked by Wall St. Rank hold AMP as of Q3 2023.

  • Ropes Wealth Advisors held 1,885 shares of Ameriprise Financial worth $621K as of Q3 2023.
  • Ropes Wealth Advisors sold 2,156 Ameriprise Financial shares in Q3 2023, an estimated $736K.
  • Ameriprise Financial made up 0.12% of Ropes Wealth Advisors's portfolio in Q3 2023, its #134 holding.
  • Ropes Wealth Advisors first reported a position in Ameriprise Financial in Q3 2015 and has held it in 33 quarters since.
  • Ropes Wealth Advisors's Ameriprise Financial position peaked at $1.34M in Q2 2023.
  • 1,085 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2023.

Based on Ropes Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.