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Ameriprise Financial shares owned by Baystate Wealth Management

Quarter-by-quarter ownership of Ameriprise Financial (AMP) shares owned by Baystate Wealth Management from 13F filings

Historical chart of Baystate Wealth Management investment in Ameriprise Financial

Tip: Access up to 7 years of quarterly data

All positions including Ameriprise Financial held by Baystate Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ameriprise Financial by Baystate Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $153k 403 380.68
2023-09-30 $133k 402 329.95
2023-06-30 $245k 736 332.16
2020-09-30 $4.0k 25 160.00
2019-03-31 $1.0k 1 1000.00

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Spdr S&p World Ex-us Etf (SPDW)
Invesco Ftse Rafi Us 1000 Etf Etf (PRF)
Ishares S&p 500 Index Etf (IVV)
Ishares Aggregate Bond Etf Etf (AGG)
Vanguard Value Etf Etf (VTV)
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL)
Blackrock Ultra Short-term Bond Etf Etf (ICSH)
Ishares Core Msci Eafe Etf Etf (IEFA)
Ishares Tr Russell Midcap Index Etf (IWR)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Vanguard S&p Small-cap 600 Etf Etf (VIOO)
Spdr Barclays Capital Short Term Corp Bd Etf (SPSB)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Msci Usa Value Factor Etf Etf (VLUE)

View all positions for Baystate Wealth Management

Top funds holding Ameriprise Financial

Vanguard Group
Jpmorgan Chase & Co
Viking Global Investors
Ubs Global Asset Management Americas
Robeco Investment Management
UBS Group
Norges Bank Investment Management
Bank of New York Mellon
Dimensional Fund Advisors
Royal Bank of Canada
LSV Asset Management
Legal & General Group
Goldman Sachs Group
Bank of America Corporation
Beutel, Goodman & Company

View all funds holding Ameriprise Financial