Traverso Chambers Private Wealth Management’s Ameriprise Financial AMP Stock Holding History

Traverso Chambers Private Wealth Management’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	$472K	Hold	1,242	–	–	0.11%	78
2023 Q3	$409K	Hold	1,242	–	–	0.11%	75
2023 Q2	$413K	Hold	1,242	–	–	0.11%	76
2023 Q1	$381K	Hold	1,242	–	–	0.1%	78
2022 Q4	$387K	Hold	1,242	–	–	0.11%	77
2022 Q3	$313K	Hold	1,242	–	–	0.1%	84
2022 Q2	$295K	Hold	1,242	–	–	0.1%	87
2022 Q1	$373K	Hold	1,242	–	–	0.11%	80
2021 Q4	$375K	Hold	1,242	–	–	0.11%	85
2021 Q3	$328K	Hold	1,242	–	–	0.1%	91
2021 Q2	$309K	Hold	1,242	–	–	0.1%	94
2021 Q1	$289K	Hold	1,242	–	–	0.1%	92
2020 Q4	$241K	Sell	1,242 -69	-5%	-$12.3K	0.09%	96
2020 Q3	$202K	Buy	+1,311	New	+$202K	0.08%	99
2020 Q1	–	Sell	-1,311	Closed	-$218K	–	97
2019 Q4	$218K	Buy	+1,311	New	+$203K	0.09%	100

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

Traverso Chambers Private Wealth Management's AMP Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management held its Ameriprise Financial (AMP) position steady in Q4 2023 at 1,242 shares worth $472K. The position accounts for 0.11% of the portfolio, ranked #78.

Traverso Chambers Private Wealth Management first reported a position in AMP in Q4 2019 and has held it in 15 quarters since. 1,161 funds tracked by Wall St. Rank hold AMP as of Q4 2023.

Traverso Chambers Private Wealth Management held 1,242 shares of Ameriprise Financial worth $472K as of Q4 2023.
Traverso Chambers Private Wealth Management left its Ameriprise Financial share count unchanged in Q4 2023.
Ameriprise Financial made up 0.11% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #78 holding.
Traverso Chambers Private Wealth Management first reported a position in Ameriprise Financial in Q4 2019 and has held it in 15 quarters since.
1,161 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.