Symmetry Investments’s Ameriprise Financial AMP Stock Holding History

Symmetry Investments’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 Q2	–	Sell	-612	Closed	-$268K	–	180
2024 Q1	$268K	Buy	612 +68	+13%	+$27.2K	0.02%	152
2023 Q4	$207K	Buy	+544	New	+$187K	0.02%	187

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Norges Bank Oslo, Norway $935B AUM

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

Symmetry Investments's AMP Position: Q2 2024 in Review

Symmetry Investments sold out of Ameriprise Financial (AMP) in Q2 2024, closing a stake of 612 shares — an estimated $268K sold.

Symmetry Investments first reported a position in AMP in Q4 2023 and held it in 2 quarters. The position peaked at $268K in Q1 2024. 1,245 funds tracked by Wall St. Rank hold AMP as of Q2 2024.

Symmetry Investments reported no remaining Ameriprise Financial position as of Q2 2024 after selling out during the quarter.
Symmetry Investments sold 612 Ameriprise Financial shares in Q2 2024, an estimated $268K.
Symmetry Investments first reported a position in Ameriprise Financial in Q4 2023 and held it in 2 quarters.
Symmetry Investments's Ameriprise Financial position peaked at $268K in Q1 2024.
1,245 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2024.

Based on Symmetry Investments's 13F filing for Q2 2024, filed 13 Aug 2024.