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Strategic Financial Concepts’s Ameriprise Financial AMP Stock Holding History

Strategic Financial Concepts’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
Q3 		– Sell
-12,690
Closed -$29 – 264
2024
Q2 		$29 Buy
+12,690
New +$5.42M ﹤0.01% 770

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Strategic Financial Concepts's AMP Position: Q3 2024 in Review

Strategic Financial Concepts sold out of Ameriprise Financial (AMP) in Q3 2024, closing a stake of 12,690 shares — an estimated $29 sold.

Strategic Financial Concepts first reported a position in AMP in Q2 2024 and held it in 1 quarter. The position peaked at $29 in Q2 2024. 1,263 funds tracked by Wall St. Rank hold AMP as of Q3 2024.

  • Strategic Financial Concepts reported no remaining Ameriprise Financial position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 12,690 Ameriprise Financial shares in Q3 2024, an estimated $29.
  • Strategic Financial Concepts first reported a position in Ameriprise Financial in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's Ameriprise Financial position peaked at $29 in Q2 2024.
  • 1,263 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.