Steward Financial Group’s Ameriprise Financial AMP Stock Holding History

Steward Financial 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
2023 Q3	$20K	Buy	63 +9	+17%	+$3.07K	0.01%	244
2023 Q2	$17K	Sell	54 -4	-7%	-$1.23K	0.01%	264
2023 Q1	$17K	Buy	58 +31	+115%	+$10.2K	0.01%	143
2022 Q4	$8K	Buy	+27	New	+$8.23K	﹤0.01%	160
2022 Q3	–	Sell	-7	Closed	-$1K	–	118
2022 Q2	$1K	Buy	+7	New	+$1.88K	﹤0.01%	651

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

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

Steward Financial Group's AMP Position: Q3 2023 in Review

Steward Financial Group increased its Ameriprise Financial (AMP) stake by 17% in Q3 2023, buying an estimated $3.07K and bringing the position to 63 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #244.

Steward Financial Group first reported a position in AMP in Q2 2022 and has held it in 5 quarters since. 1,085 funds tracked by Wall St. Rank hold AMP as of Q3 2023.

Steward Financial Group held 63 shares of Ameriprise Financial worth $20K as of Q3 2023.
Steward Financial Group bought 9 Ameriprise Financial shares in Q3 2023, an estimated $3.07K.
Ameriprise Financial made up 0.01% of Steward Financial Group's portfolio in Q3 2023, its #244 holding.
Steward Financial Group first reported a position in Ameriprise Financial in Q2 2022 and has held it in 5 quarters since.
1,085 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.