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VisionPoint Advisory Group’s Ameriprise Financial AMP Stock Holding History

VisionPoint Advisory Group’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
-8
Closed -$2.64K – 755
2023
Q3 		$2.64K Buy
8
+7
+700% +$2.39K ﹤0.01% 568
2023
Q2 		$332 Buy
+1
New +$307 ﹤0.01% 569

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

VisionPoint Advisory Group's AMP Position: Q4 2023 in Review

VisionPoint Advisory Group sold out of Ameriprise Financial (AMP) in Q4 2023, closing a stake of 8 shares — an estimated $2.64K sold.

VisionPoint Advisory Group first reported a position in AMP in Q2 2023 and held it in 2 quarters. The position peaked at $2.64K in Q3 2023. 1,161 funds tracked by Wall St. Rank hold AMP as of Q4 2023.

  • VisionPoint Advisory Group reported no remaining Ameriprise Financial position as of Q4 2023 after selling out during the quarter.
  • VisionPoint Advisory Group sold 8 Ameriprise Financial shares in Q4 2023, an estimated $2.64K.
  • VisionPoint Advisory Group first reported a position in Ameriprise Financial in Q2 2023 and held it in 2 quarters.
  • VisionPoint Advisory Group's Ameriprise Financial position peaked at $2.64K in Q3 2023.
  • 1,161 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2023.

Based on VisionPoint Advisory Group's 13F filing for Q4 2023, filed 7 Feb 2024.