Wellington Wealth Strategies’s Ameriprise Financial AMP Stock Holding History

Wellington Wealth Strategies’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	-690	Closed	-$295K	–	75
2024 Q2	$295K	Buy	+690	New	+$295K	1.24%	23
2024 Q1	–	Sell	-690	Closed	-$262K	–	155
2023 Q4	$262K	Buy	+690	New	+$237K	0.22%	72
2020 Q4	$262K	Buy	+690	New	+$124K	0.22%	72

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Wellington Wealth Strategies's AMP Position: Q3 2024 in Review

Wellington Wealth Strategies sold out of Ameriprise Financial (AMP) in Q3 2024, closing a stake of 690 shares — an estimated $295K sold.

Wellington Wealth Strategies first reported a position in AMP in Q4 2020 and held it in 3 quarters. The position peaked at $295K in Q2 2024. 1,263 funds tracked by Wall St. Rank hold AMP as of Q3 2024.

Wellington Wealth Strategies reported no remaining Ameriprise Financial position as of Q3 2024 after selling out during the quarter.
Wellington Wealth Strategies sold 690 Ameriprise Financial shares in Q3 2024, an estimated $295K.
Wellington Wealth Strategies first reported a position in Ameriprise Financial in Q4 2020 and held it in 3 quarters.
Wellington Wealth Strategies's Ameriprise Financial position peaked at $295K in Q2 2024.
1,263 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2024.

Based on Wellington Wealth Strategies's 13F filing for Q3 2024, filed 12 Nov 2024.