Sutton Wealth Advisors’s Ameriprise Financial AMP Stock Holding History

Sutton Wealth Advisors’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	$25.7K	Buy	78 +6	+8%	+$2.05K	0.01%	323
2023 Q2	$23.9K	Hold	72	–	–	0.01%	329
2023 Q1	$22.1K	Sell	72 -8	-10%	-$2.62K	0.01%	299
2022 Q4	$24.9K	Sell	80 -1	-1%	-$305	0.01%	605
2022 Q3	$20.4K	Buy	81 +30	+59%	+$7.89K	0.01%	657
2022 Q2	$12.1K	Sell	51 -2	-4%	-$536	﹤0.01%	842
2022 Q1	$15.9K	Buy	53 +10	+23%	+$3.02K	0.01%	795
2021 Q4	$13K	Hold	43	–	–	﹤0.01%	847
2021 Q3	$11.4K	Buy	43 +1	+2%	+$262	﹤0.01%	865
2021 Q2	$10.5K	Hold	42	–	–	﹤0.01%	903
2021 Q1	$9.76K	Hold	42	–	–	﹤0.01%	884
2020 Q4	$8.16K	Buy	42 +4	+11%	+$716	﹤0.01%	872
2020 Q3	$5.86K	Hold	38	–	–	﹤0.01%	879
2020 Q2	$5.7K	Hold	38	–	–	﹤0.01%	834
2020 Q1	$3.89K	Buy	38 +3	+9%	+$444	﹤0.01%	903
2019 Q4	$5.83K	Hold	35	–	–	﹤0.01%	922
2019 Q3	$5.15K	Hold	35	–	–	﹤0.01%	945
2019 Q2	$5.08K	Hold	35	–	–	﹤0.01%	931
2019 Q1	$4.48K	Hold	35	–	–	﹤0.01%	958
2018 Q4	$3.65K	Hold	35	–	–	﹤0.01%	927
2018 Q3	$5.17K	Hold	35	–	–	﹤0.01%	893
2018 Q2	$4.9K	Hold	35	–	–	﹤0.01%	922
2018 Q1	$5.18K	Hold	35	–	–	﹤0.01%	916
2017 Q4	$5.93K	Hold	35	–	–	﹤0.01%	869
2017 Q3	$5.2K	Hold	35	–	–	﹤0.01%	869
2017 Q2	$4.46K	Hold	35	–	–	﹤0.01%	889
2017 Q1	$4.54K	Hold	35	–	–	﹤0.01%	861
2016 Q4	$3.88K	Hold	35	–	–	﹤0.01%	872
2016 Q3	$3.49K	Sell	35 -35	-50%	-$3.39K	﹤0.01%	877
2016 Q2	$6.29K	Hold	70	–	–	0.01%	732
2016 Q1	$6.58K	Buy	+70	New	+$6.28K	0.01%	687

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

Sutton Wealth Advisors's AMP Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Ameriprise Financial (AMP) stake by 8.3% in Q3 2023, buying an estimated $2.05K and bringing the position to 78 shares worth $25.7K. The position accounts for 0.01% of the portfolio, ranked #323.

Sutton Wealth Advisors first reported a position in AMP in Q1 2016 and has held it in 31 quarters since. 1,085 funds tracked by Wall St. Rank hold AMP as of Q3 2023.

Sutton Wealth Advisors held 78 shares of Ameriprise Financial worth $25.7K as of Q3 2023.
Sutton Wealth Advisors bought 6 Ameriprise Financial shares in Q3 2023, an estimated $2.05K.
Ameriprise Financial made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #323 holding.
Sutton Wealth Advisors first reported a position in Ameriprise Financial in Q1 2016 and has held it in 31 quarters since.
1,085 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.