Tyler-Stone Wealth Management’s Ameriprise Financial AMP Stock Holding History

Tyler-Stone 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
2024 Q3	–	Sell	-12	Closed	-$5.13K	–	338
2024 Q2	$5.13K	Sell	12 -18	-60%	-$7.69K	﹤0.01%	755
2024 Q1	$13.2K	Hold	30	–	–	0.01%	603
2023 Q4	$11.4K	Hold	30	–	–	0.01%	612
2023 Q3	$10K	Hold	30	–	–	0.01%	604
2023 Q2	$10K	Buy	+30	New	+$9.22K	0.01%	602
2022 Q4	$9K	Hold	30	–	–	0.01%	565
2022 Q3	$8K	Hold	30	–	–	0.01%	565
2022 Q2	$7K	Hold	30	–	–	﹤0.01%	603
2022 Q1	$9K	Hold	30	–	–	﹤0.01%	585
2021 Q4	$9K	Buy	+30	New	+$8.87K	﹤0.01%	622

Other funds holding AMP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Tyler-Stone Wealth Management's AMP Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Ameriprise Financial (AMP) in Q3 2024, closing a stake of 12 shares — an estimated $5.13K sold.

Tyler-Stone Wealth Management first reported a position in AMP in Q4 2021 and held it in 10 quarters. The position peaked at $13.2K in Q1 2024. 1,266 funds tracked by Wall St. Rank hold AMP as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining Ameriprise Financial position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 12 Ameriprise Financial shares in Q3 2024, an estimated $5.13K.
Tyler-Stone Wealth Management first reported a position in Ameriprise Financial in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's Ameriprise Financial position peaked at $13.2K in Q1 2024.
1,266 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.