Sheaff Brock Investment Advisors’s Ameriprise Financial AMP Stock Holding History

Sheaff Brock 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 Q2	–	Sell	-719	Closed	-$315K	–	453
2024 Q1	$315K	Sell	719 -43	-6%	-$17.2K	0.02%	343
2023 Q4	$289K	Hold	762	–	–	0.02%	349
2023 Q3	$251K	Hold	762	–	–	0.02%	361
2023 Q2	$253K	Hold	762	–	–	0.02%	380
2023 Q1	$234K	Hold	762	–	–	0.02%	404
2022 Q4	$237K	Buy	+762	New	+$232K	0.02%	386
2022 Q1	–	Sell	-675	Closed	-$204K	–	538
2021 Q4	$204K	Buy	+675	New	+$200K	0.01%	485
2017 Q3	–	Sell	-4,997	Closed	-$636K	–	570
2017 Q2	$636K	Sell	4,997 -400	-7%	-$50.8K	0.08%	233
2017 Q1	$700K	Buy	+5,397	New	+$668K	0.09%	220

Other funds holding AMP

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Sheaff Brock Investment Advisors's AMP Position: Q2 2024 in Review

Sheaff Brock Investment Advisors sold out of Ameriprise Financial (AMP) in Q2 2024, closing a stake of 719 shares — an estimated $315K sold.

Sheaff Brock Investment Advisors first reported a position in AMP in Q1 2017 and held it in 9 quarters. The position peaked at $700K in Q1 2017. 1,248 funds tracked by Wall St. Rank hold AMP as of Q2 2024.

Sheaff Brock Investment Advisors reported no remaining Ameriprise Financial position as of Q2 2024 after selling out during the quarter.
Sheaff Brock Investment Advisors sold 719 Ameriprise Financial shares in Q2 2024, an estimated $315K.
Sheaff Brock Investment Advisors first reported a position in Ameriprise Financial in Q1 2017 and held it in 9 quarters.
Sheaff Brock Investment Advisors's Ameriprise Financial position peaked at $700K in Q1 2017.
1,248 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2024.

Based on Sheaff Brock Investment Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.