SPIS
AMP icon

Steward Partners Investment Solutions’s Ameriprise Financial AMP Stock Holding History

Steward Partners Investment 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
2024
Q1 		$349K Sell
795
-160
-17% -$64.1K 0.06% 196
2023
Q4 		$363K Buy
+955
New +$327K 0.15% 108

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Steward Partners Investment Solutions's AMP Position: Q1 2024 in Review

Steward Partners Investment Solutions reduced its Ameriprise Financial (AMP) stake by 17% in Q1 2024, selling an estimated $64.1K and leaving 795 shares worth $349K. The position accounts for 0.06% of the portfolio, ranked #196.

Steward Partners Investment Solutions first reported a position in AMP in Q4 2023 and has held it in 2 quarters since. The position peaked at $363K in Q4 2023. 1,240 funds tracked by Wall St. Rank hold AMP as of Q1 2024.

  • Steward Partners Investment Solutions held 795 shares of Ameriprise Financial worth $349K as of Q1 2024.
  • Steward Partners Investment Solutions sold 160 Ameriprise Financial shares in Q1 2024, an estimated $64.1K.
  • Ameriprise Financial made up 0.06% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #196 holding.
  • Steward Partners Investment Solutions first reported a position in Ameriprise Financial in Q4 2023 and has held it in 2 quarters since.
  • Steward Partners Investment Solutions's Ameriprise Financial position peaked at $363K in Q4 2023.
  • 1,240 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.