Sugarloaf Wealth Management’s Ameriprise Financial AMP Stock Holding History

Sugarloaf Wealth Management’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	$11.2K	Hold	21	–	–	﹤0.01%	484
2024 Q3	$9.87K	Hold	21	–	–	﹤0.01%	507
2024 Q2	$8.97K	Hold	21	–	–	﹤0.01%	490
2024 Q1	$9.21K	Hold	21	–	–	﹤0.01%	493
2023 Q4	$7.98K	Hold	21	–	–	﹤0.01%	509
2023 Q3	$6.92K	Hold	21	–	–	﹤0.01%	508
2023 Q2	$6.97K	Hold	21	–	–	﹤0.01%	518
2023 Q1	$6.44K	Hold	21	–	–	﹤0.01%	525
2022 Q4	$6.54K	Hold	21	–	–	﹤0.01%	543
2022 Q3	$6K	Hold	21	–	–	﹤0.01%	577
2022 Q2	$5K	Hold	21	–	–	﹤0.01%	598
2022 Q1	$6K	Hold	21	–	–	﹤0.01%	540
2021 Q4	$6K	Hold	21	–	–	﹤0.01%	565
2021 Q3	$6K	Hold	21	–	–	﹤0.01%	577
2021 Q2	$5K	Hold	21	–	–	﹤0.01%	589
2021 Q1	$5	Hold	21	–	–	﹤0.01%	581
2020 Q4	$4K	Hold	21	–	–	﹤0.01%	565
2020 Q3	$3K	Hold	21	–	–	﹤0.01%	561
2020 Q2	$3K	Hold	21	–	–	﹤0.01%	562
2020 Q1	$2K	Hold	21	–	–	﹤0.01%	586
2019 Q4	$3K	Buy	+21	New	+$3.25K	﹤0.01%	592

Other funds holding AMP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Sugarloaf Wealth Management's AMP Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Ameriprise Financial (AMP) position steady in Q4 2024 at 21 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #484.

Sugarloaf Wealth Management first reported a position in AMP in Q4 2019 and has held it in 21 quarters since. 1,389 funds tracked by Wall St. Rank hold AMP as of Q4 2024.

Sugarloaf Wealth Management held 21 shares of Ameriprise Financial worth $11.2K as of Q4 2024.
Sugarloaf Wealth Management left its Ameriprise Financial share count unchanged in Q4 2024.
Ameriprise Financial made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #484 holding.
Sugarloaf Wealth Management first reported a position in Ameriprise Financial in Q4 2019 and has held it in 21 quarters since.
1,389 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.