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Symmetry Partners’s Ameriprise Financial AMP Stock Holding History

Symmetry Partners’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
-5,495
Closed -$2.35M – 115
2024
Q2 		$2.35M Hold
5,495
– – 0.12% 73
2024
Q1 		$2.41M Hold
5,495
– – 0.19% 75
2023
Q4 		$2.09M Sell
5,495
-667
-11% -$229K 0.11% 84
2023
Q3 		$2.03M Sell
6,162
-123
-2% -$42K 0.11% 92
2023
Q2 		$2.09M Hold
6,285
– – 0.11% 91
2023
Q1 		$1.93M Sell
6,285
-120
-2% -$39.3K 0.11% 104
2022
Q4 		$1.99M Hold
6,405
– – 0.12% 94
2022
Q3 		$1.61M Hold
6,405
– – 0.11% 102
2022
Q2 		$1.52M Sell
6,405
-303
-5% -$81.2K 0.1% 106
2022
Q1 		$2.02M Hold
6,708
– – 0.13% 95
2021
Q4 		$2.02M Hold
6,708
– – 0.13% 101
2021
Q3 		$1.83M Sell
6,708
-466
-6% -$122K 0.12% 112
2021
Q2 		$1.78M Sell
7,174
-176
-2% -$44.4K 0.12% 116
2021
Q1 		$1.71M Sell
7,350
-325
-4% -$70.3K 0.12% 113
2020
Q4 		$1.49M Hold
7,675
– – 0.12% 119
2020
Q3 		$1.18M Buy
7,675
+3,520
+85% +$542K 0.1% 134
2020
Q2 		$623K Buy
4,155
+340
+9% +$43.6K 0.08% 114
2020
Q1 		$391K Buy
3,815
+1,796
+89% +$266K 0.09% 159
2019
Q4 		$336K Sell
2,019
-518
-20% -$80.3K 0.07% 233
2019
Q3 		$373K Buy
+2,537
New +$356K 0.08% 215

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

Symmetry Partners's AMP Position: Q3 2024 in Review

Symmetry Partners sold out of Ameriprise Financial (AMP) in Q3 2024, closing a stake of 5,495 shares — an estimated $2.35M sold.

Symmetry Partners first reported a position in AMP in Q3 2019 and held it in 20 quarters. The position peaked at $2.41M in Q1 2024. 1,263 funds tracked by Wall St. Rank hold AMP as of Q3 2024.

  • Symmetry Partners reported no remaining Ameriprise Financial position as of Q3 2024 after selling out during the quarter.
  • Symmetry Partners sold 5,495 Ameriprise Financial shares in Q3 2024, an estimated $2.35M.
  • Symmetry Partners first reported a position in Ameriprise Financial in Q3 2019 and held it in 20 quarters.
  • Symmetry Partners's Ameriprise Financial position peaked at $2.41M in Q1 2024.
  • 1,263 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2024.

Based on Symmetry Partners's 13F filing for Q3 2024, filed 29 Oct 2024.