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Transform Wealth’s Ameriprise Financial AMP Stock Holding History

Transform Wealth’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
Q4 		– Sell
-787
Closed -$259K – 241
2023
Q3 		$259K Sell
787
-243
-24% -$82.9K 0.03% 215
2023
Q2 		$342K Sell
1,030
-15
-1% -$4.61K 0.03% 206
2023
Q1 		$320K Sell
1,045
-74
-7% -$24.2K 0.03% 207
2022
Q4 		$349K Sell
1,119
-41
-4% -$12.5K 0.04% 174
2022
Q3 		$292K Sell
1,160
-70
-6% -$18.4K 0.04% 154
2022
Q2 		$292K Sell
1,230
-33
-3% -$8.84K 0.04% 165
2022
Q1 		$379K Sell
1,263
-210
-14% -$63.5K 0.04% 179
2021
Q4 		$444K Sell
1,473
-243
-14% -$71.9K 0.05% 163
2021
Q3 		$453K Sell
1,716
-163
-9% -$42.6K 0.05% 168
2021
Q2 		$468K Hold
1,879
– – 0.06% 175
2021
Q1 		$437K Buy
1,879
+55
+3% +$11.9K 0.09% 168
2020
Q4 		$354K Buy
1,824
+2
+0.1% +$358 0.07% 172
2020
Q3 		$281K Sell
1,822
-12
-0.7% -$1.85K 0.05% 184
2020
Q2 		$275K Buy
+1,834
New +$235K 0.05% 190

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
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

Transform Wealth's AMP Position: Q4 2023 in Review

Transform Wealth sold out of Ameriprise Financial (AMP) in Q4 2023, closing a stake of 787 shares — an estimated $259K sold.

Transform Wealth first reported a position in AMP in Q2 2020 and held it in 14 quarters. The position peaked at $468K in Q2 2021. 1,161 funds tracked by Wall St. Rank hold AMP as of Q4 2023.

  • Transform Wealth reported no remaining Ameriprise Financial position as of Q4 2023 after selling out during the quarter.
  • Transform Wealth sold 787 Ameriprise Financial shares in Q4 2023, an estimated $259K.
  • Transform Wealth first reported a position in Ameriprise Financial in Q2 2020 and held it in 14 quarters.
  • Transform Wealth's Ameriprise Financial position peaked at $468K in Q2 2021.
  • 1,161 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2023.

Based on Transform Wealth's 13F filing for Q4 2023, filed 18 Jan 2024.