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WR Wealth Planners’s Ameriprise Financial AMP Stock Holding History

WR Wealth Planners’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 		$77.7K Buy
146
+28
+24% +$14.9K 0.03% 268
2024
Q3 		$55.4K Buy
118
+79
+203% +$34.3K 0.02% 330
2024
Q2 		$16.7K Buy
39
+19
+95% +$8.12K 0.01% 475
2024
Q1 		$8.77K Buy
+20
New +$8.01K ﹤0.01% 622
2023
Q4 		– Sell
-18
Closed -$5.93K – 214
2023
Q3 		$5.93K Hold
18
– – ﹤0.01% 651
2023
Q2 		$5.98K Sell
18
-102
-85% -$31.4K ﹤0.01% 652
2023
Q1 		$36.8K Buy
+120
New +$39.3K 0.02% 359

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

WR Wealth Planners's AMP Position: Q4 2024 in Review

WR Wealth Planners increased its Ameriprise Financial (AMP) stake by 24% in Q4 2024, buying an estimated $14.9K and bringing the position to 146 shares worth $77.7K. The position accounts for 0.03% of the portfolio, ranked #268.

WR Wealth Planners first reported a position in AMP in Q1 2023 and has held it in 7 quarters since. 1,390 funds tracked by Wall St. Rank hold AMP as of Q4 2024.

  • WR Wealth Planners held 146 shares of Ameriprise Financial worth $77.7K as of Q4 2024.
  • WR Wealth Planners bought 28 Ameriprise Financial shares in Q4 2024, an estimated $14.9K.
  • Ameriprise Financial made up 0.03% of WR Wealth Planners's portfolio in Q4 2024, its #268 holding.
  • WR Wealth Planners first reported a position in Ameriprise Financial in Q1 2023 and has held it in 7 quarters since.
  • 1,390 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.