Wilbanks Smith & Thomas Asset Management’s Ameriprise Financial AMP Stock Holding History

Wilbanks Smith & Thomas Asset 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 Q1	$809K	Hold	1,846	–	–	0.02%	265
2023 Q4	$701K	Sell	1,846 -125	-6%	-$42.9K	0.02%	283
2023 Q3	$650K	Buy	1,971 +125	+7%	+$42.7K	0.02%	272
2023 Q2	$613K	Hold	1,846	–	–	0.02%	280
2023 Q1	$566K	Sell	1,846 -95	-5%	-$31.1K	0.02%	288
2022 Q4	$604K	Hold	1,941	–	–	0.02%	278
2022 Q3	$489K	Hold	1,941	–	–	0.02%	290
2022 Q2	$461K	Hold	1,941	–	–	0.02%	308
2022 Q1	$528K	Buy	+1,941	New	+$587K	0.02%	297
2018 Q3	–	Sell	-3,339	Closed	-$467K	–	1609
2018 Q2	$467K	Hold	3,339	–	–	0.04%	209
2018 Q1	$494K	Hold	3,339	–	–	0.04%	193
2017 Q4	$566K	Buy	+3,339	New	+$535K	0.04%	185

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 $3.37T AUM 44.26% 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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

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

Wilbanks Smith & Thomas Asset Management's AMP Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management held its Ameriprise Financial (AMP) position steady in Q1 2024 at 1,846 shares worth $809K. The position accounts for 0.02% of the portfolio, ranked #265.

Wilbanks Smith & Thomas Asset Management first reported a position in AMP in Q4 2017 and has held it in 12 quarters since. 1,241 funds tracked by Wall St. Rank hold AMP as of Q1 2024.

Wilbanks Smith & Thomas Asset Management held 1,846 shares of Ameriprise Financial worth $809K as of Q1 2024.
Wilbanks Smith & Thomas Asset Management left its Ameriprise Financial share count unchanged in Q1 2024.
Ameriprise Financial made up 0.02% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #265 holding.
Wilbanks Smith & Thomas Asset Management first reported a position in Ameriprise Financial in Q4 2017 and has held it in 12 quarters since.
1,241 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.