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TFO Wealth Partners’s Ameriprise Financial AMP Stock Holding History

TFO Wealth 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
Q2 		– Sell
-2
Closed -$877 – 97
2024
Q1 		$877 Hold
2
– – ﹤0.01% 180
2023
Q4 		$760 Hold
2
– – ﹤0.01% 246
2023
Q3 		$664 Hold
2
– – ﹤0.01% 374
2023
Q2 		$664 Hold
2
– – ﹤0.01% 244
2023
Q1 		$613 Sell
2
-136
-99% -$44.6K ﹤0.01% 217
2022
Q4 		$22.9K Buy
+138
New +$42.1K 0.01% 77
2020
Q4 		– Sell
-15
Closed -$2K – 84
2020
Q3 		$2K Buy
+15
New +$2.31K ﹤0.01% 131

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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

TFO Wealth Partners's AMP Position: Q2 2024 in Review

TFO Wealth Partners sold out of Ameriprise Financial (AMP) in Q2 2024, closing a stake of 2 shares — an estimated $877 sold.

TFO Wealth Partners first reported a position in AMP in Q3 2020 and held it in 7 quarters. The position peaked at $22.9K in Q4 2022. 1,245 funds tracked by Wall St. Rank hold AMP as of Q2 2024.

  • TFO Wealth Partners reported no remaining Ameriprise Financial position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 2 Ameriprise Financial shares in Q2 2024, an estimated $877.
  • TFO Wealth Partners first reported a position in Ameriprise Financial in Q3 2020 and held it in 7 quarters.
  • TFO Wealth Partners's Ameriprise Financial position peaked at $22.9K in Q4 2022.
  • 1,245 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.