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Sherbrooke Park Advisers’s Ameriprise Financial AMP Stock Holding History

Sherbrooke Park Advisers’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
Q4 		– Sell
-970
Closed -$456K – 748
2024
Q3 		$456K Sell
970
-627
-39% -$272K 0.1% 346
2024
Q2 		$682K Buy
1,597
+167
+12% +$71.3K 0.12% 281
2024
Q1 		$627K Buy
+1,430
New +$573K 0.12% 291
2023
Q4 		– Sell
-1,398
Closed -$461K – 452
2023
Q3 		$461K Sell
1,398
-2
-0.1% -$683 0.15% 256
2023
Q2 		$465K Buy
+1,400
New +$430K 0.24% 189
2023
Q1 		– Sell
-3,400
Closed -$1.06M – 183
2022
Q4 		$1.06M Buy
+3,400
New +$1.04M 0.77% 15

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Sherbrooke Park Advisers's AMP Position: Q4 2024 in Review

Sherbrooke Park Advisers sold out of Ameriprise Financial (AMP) in Q4 2024, closing a stake of 970 shares — an estimated $456K sold.

Sherbrooke Park Advisers first reported a position in AMP in Q4 2022 and held it in 6 quarters. The position peaked at $1.06M in Q4 2022. 1,389 funds tracked by Wall St. Rank hold AMP as of Q4 2024.

  • Sherbrooke Park Advisers reported no remaining Ameriprise Financial position as of Q4 2024 after selling out during the quarter.
  • Sherbrooke Park Advisers sold 970 Ameriprise Financial shares in Q4 2024, an estimated $456K.
  • Sherbrooke Park Advisers first reported a position in Ameriprise Financial in Q4 2022 and held it in 6 quarters.
  • Sherbrooke Park Advisers's Ameriprise Financial position peaked at $1.06M in Q4 2022.
  • 1,389 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2024.

Based on Sherbrooke Park Advisers's 13F filing for Q4 2024, filed 14 Feb 2025.