SYSTM Wealth Solutions’s Ameriprise Financial AMP Stock Holding History

SYSTM Wealth Solutions’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	$143K	Sell	305 -14,397	-98%	-$6.25M	4.35%	6
2024 Q2	$6.28M	Sell	14,702 -627	-4%	-$268K	1.4%	17
2024 Q1	$6.72M	Buy	15,329 +1,646	+12%	+$659K	0.85%	19
2023 Q4	$5.2M	Buy	13,683 +1,446	+12%	+$496K	0.72%	30
2023 Q3	$4.03M	Buy	12,237 +488	+4%	+$167K	0.62%	39
2023 Q2	$3.9M	Sell	11,749 -1,653	-12%	-$508K	0.53%	44
2023 Q1	$4.11M	Buy	13,402 +10,642	+386%	+$3.49M	0.63%	33
2022 Q4	$859K	Buy	+2,760	New	+$842K	0.11%	238

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

Norges Bank Oslo, Norway $935B AUM

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

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

SYSTM Wealth Solutions's AMP Position: Q3 2024 in Review

SYSTM Wealth Solutions reduced its Ameriprise Financial (AMP) stake by 98% in Q3 2024, selling an estimated $6.25M and leaving 305 shares worth $143K. The position accounts for 4.35% of the portfolio, ranked #6.

SYSTM Wealth Solutions first reported a position in AMP in Q4 2022 and has held it in 8 quarters since. The position peaked at $6.72M in Q1 2024. 1,263 funds tracked by Wall St. Rank hold AMP as of Q3 2024.

SYSTM Wealth Solutions held 305 shares of Ameriprise Financial worth $143K as of Q3 2024.
SYSTM Wealth Solutions sold 14,397 Ameriprise Financial shares in Q3 2024, an estimated $6.25M.
Ameriprise Financial made up 4.35% of SYSTM Wealth Solutions's portfolio in Q3 2024, its #6 holding.
SYSTM Wealth Solutions first reported a position in Ameriprise Financial in Q4 2022 and has held it in 8 quarters since.
SYSTM Wealth Solutions's Ameriprise Financial position peaked at $6.72M in Q1 2024.
1,263 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.