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Wintrust Investments’s Ameriprise Financial AMP Stock Holding History

Wintrust Investments’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
Q4 		$44K Buy
82
+17
+26% +$9.07K 0.04% 271
2024
Q3 		$30K Buy
+65
New +$28.2K 0.02% 398
2022
Q2 		– Sell
-784
Closed -$235K – 373
2022
Q1 		$235K Hold
784
– – 0.02% 363
2021
Q4 		$236K Hold
784
– – 0.02% 378
2021
Q3 		$207K Buy
+784
New +$205K 0.03% 261
2018
Q1 		– Sell
-4,109
Closed -$696K – 258
2017
Q4 		$696K Sell
4,109
-80
-2% -$12.8K 0.16% 132
2017
Q3 		$622K Sell
4,189
-15
-0.4% -$2.09K 0.16% 134
2017
Q2 		$535K Sell
4,204
-31
-0.7% -$3.94K 0.14% 156
2017
Q1 		$549K Buy
+4,235
New +$524K 0.16% 151

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Wintrust Investments's AMP Position: Q4 2024 in Review

Wintrust Investments increased its Ameriprise Financial (AMP) stake by 26% in Q4 2024, buying an estimated $9.07K and bringing the position to 82 shares worth $44K. The position accounts for 0.04% of the portfolio, ranked #271.

Wintrust Investments first reported a position in AMP in Q1 2017 and has held it in 9 quarters since. The position peaked at $696K in Q4 2017. 1,393 funds tracked by Wall St. Rank hold AMP as of Q4 2024.

  • Wintrust Investments held 82 shares of Ameriprise Financial worth $44K as of Q4 2024.
  • Wintrust Investments bought 17 Ameriprise Financial shares in Q4 2024, an estimated $9.07K.
  • Ameriprise Financial made up 0.04% of Wintrust Investments's portfolio in Q4 2024, its #271 holding.
  • Wintrust Investments first reported a position in Ameriprise Financial in Q1 2017 and has held it in 9 quarters since.
  • Wintrust Investments's Ameriprise Financial position peaked at $696K in Q4 2017.
  • 1,393 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.