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TrinityPoint Wealth’s Ameriprise Financial AMP Stock Holding History

TrinityPoint 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
2024
Q4 		$1.07M Sell
2,015
-8
-0.4% -$4.27K 0.15% 150
2024
Q3 		$950K Buy
2,023
+129
+7% +$56K 0.14% 157
2024
Q2 		$809K Buy
1,894
+12
+0.6% +$5.13K 0.13% 161
2024
Q1 		$825K Buy
1,882
+185
+11% +$74.1K 0.14% 155
2023
Q4 		$645K Buy
1,697
+227
+15% +$77.8K 0.12% 166
2023
Q3 		$485K Buy
1,470
+356
+32% +$121K 0.1% 179
2023
Q2 		$370K Buy
+1,114
New +$342K 0.07% 206

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

TrinityPoint Wealth's AMP Position: Q4 2024 in Review

TrinityPoint Wealth reduced its Ameriprise Financial (AMP) stake by 0.4% in Q4 2024, selling an estimated $4.27K and leaving 2,015 shares worth $1.07M. The position accounts for 0.15% of the portfolio, ranked #150.

TrinityPoint Wealth first reported a position in AMP in Q2 2023 and has held it in 7 quarters since. 1,389 funds tracked by Wall St. Rank hold AMP as of Q4 2024.

  • TrinityPoint Wealth held 2,015 shares of Ameriprise Financial worth $1.07M as of Q4 2024.
  • TrinityPoint Wealth sold 8 Ameriprise Financial shares in Q4 2024, an estimated $4.27K.
  • Ameriprise Financial made up 0.15% of TrinityPoint Wealth's portfolio in Q4 2024, its #150 holding.
  • TrinityPoint Wealth first reported a position in Ameriprise Financial in Q2 2023 and has held it in 7 quarters since.
  • 1,389 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.