White Knight Strategic Wealth Advisors’s Ameriprise Financial AMP Stock Holding History

White Knight Strategic Wealth Advisors’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 Q2	–	Sell	-621	Closed	-$272K	–	78
2024 Q1	$272K	Sell	621 -11	-2%	-$4.4K	0.28%	61
2023 Q4	$240K	Sell	632 -100	-14%	-$34.3K	0.28%	65
2023 Q3	$241K	Sell	732 -382	-34%	-$130K	0.32%	55
2023 Q2	$370K	Hold	1,114	–	–	0.43%	44
2023 Q1	$341K	Sell	1,114 -190	-15%	-$62.2K	0.43%	47
2022 Q4	$406K	Buy	1,304 +1	+0.1%	+$305	0.56%	46
2022 Q3	$328K	Buy	1,303 +150	+13%	+$39.5K	0.47%	48
2022 Q2	$274K	Buy	+1,153	New	+$309K	0.38%	52

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

White Knight Strategic Wealth Advisors's AMP Position: Q2 2024 in Review

White Knight Strategic Wealth Advisors sold out of Ameriprise Financial (AMP) in Q2 2024, closing a stake of 621 shares — an estimated $272K sold.

White Knight Strategic Wealth Advisors first reported a position in AMP in Q2 2022 and held it in 8 quarters. The position peaked at $406K in Q4 2022. 1,245 funds tracked by Wall St. Rank hold AMP as of Q2 2024.

White Knight Strategic Wealth Advisors reported no remaining Ameriprise Financial position as of Q2 2024 after selling out during the quarter.
White Knight Strategic Wealth Advisors sold 621 Ameriprise Financial shares in Q2 2024, an estimated $272K.
White Knight Strategic Wealth Advisors first reported a position in Ameriprise Financial in Q2 2022 and held it in 8 quarters.
White Knight Strategic Wealth Advisors's Ameriprise Financial position peaked at $406K in Q4 2022.
1,245 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2024.

Based on White Knight Strategic Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.