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Simplicity Solutions’s Ameriprise Financial AMP Stock Holding History

Simplicity Solutions’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
Q4 		$1.02M Sell
2,681
-39
-1% -$13.4K 0.03% 437
2023
Q3 		$897K Sell
2,720
-317
-10% -$108K 0.03% 442
2023
Q2 		$1.01M Sell
3,037
-951
-24% -$292K 0.03% 462
2023
Q1 		$1.22M Buy
3,988
+1,224
+44% +$401K 0.03% 428
2022
Q4 		$860K Sell
2,764
-1,181
-30% -$360K 0.12% 226
2022
Q3 		$994K Buy
3,945
+2,460
+166% +$647K 0.14% 174
2022
Q2 		$353K Sell
1,485
-831
-36% -$223K 0.05% 392
2022
Q1 		$696K Sell
2,316
-136
-6% -$41.1K 0.09% 242
2021
Q4 		$740K Buy
2,452
+1,380
+129% +$408K 0.08% 283
2021
Q3 		$283K Buy
1,072
+158
+17% +$41.3K 0.04% 460
2021
Q2 		$228K Buy
+914
New +$230K 0.05% 468
2020
Q1 		– Sell
-2,883
Closed -$480K – 726
2019
Q4 		$480K Buy
2,883
+1,173
+69% +$182K 0.01% 550
2019
Q3 		$252K Sell
1,710
-65
-4% -$9.11K 0.01% 610
2019
Q2 		$258K Buy
+1,775
New +$257K 0.01% 545
2018
Q4 		– Sell
-1,817
Closed -$268K – 621
2018
Q3 		$268K Sell
1,817
-327
-15% -$46.8K 0.02% 421
2018
Q2 		$300K Buy
+2,144
New +$304K 0.02% 360

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
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

Simplicity Solutions's AMP Position: Q4 2023 in Review

Simplicity Solutions reduced its Ameriprise Financial (AMP) stake by 1.4% in Q4 2023, selling an estimated $13.4K and leaving 2,681 shares worth $1.02M. The position accounts for 0.03% of the portfolio, ranked #437.

Simplicity Solutions first reported a position in AMP in Q2 2018 and has held it in 16 quarters since. The position peaked at $1.22M in Q1 2023. 1,161 funds tracked by Wall St. Rank hold AMP as of Q4 2023.

  • Simplicity Solutions held 2,681 shares of Ameriprise Financial worth $1.02M as of Q4 2023.
  • Simplicity Solutions sold 39 Ameriprise Financial shares in Q4 2023, an estimated $13.4K.
  • Ameriprise Financial made up 0.03% of Simplicity Solutions's portfolio in Q4 2023, its #437 holding.
  • Simplicity Solutions first reported a position in Ameriprise Financial in Q2 2018 and has held it in 16 quarters since.
  • Simplicity Solutions's Ameriprise Financial position peaked at $1.22M in Q1 2023.
  • 1,161 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.