Allegheny Financial Group’s Ameriprise Financial AMP Stock Holding History

Allegheny Financial Group’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
2025 Q1	–	Sell	-376	Closed	-$201K	–	233
2024 Q4	$201K	Buy	+376	New	+$201K	0.05%	219

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Allegheny Financial Group's AMP Position: Q1 2025 in Review

Allegheny Financial Group sold out of Ameriprise Financial (AMP) in Q1 2025, closing a stake of 376 shares — an estimated $201K sold.

Allegheny Financial Group first reported a position in AMP in Q4 2024 and held it in 1 quarter. The position peaked at $201K in Q4 2024. 1,366 funds tracked by Wall St. Rank hold AMP as of Q1 2025.

Allegheny Financial Group reported no remaining Ameriprise Financial position as of Q1 2025 after selling out during the quarter.
Allegheny Financial Group sold 376 Ameriprise Financial shares in Q1 2025, an estimated $201K.
Allegheny Financial Group first reported a position in Ameriprise Financial in Q4 2024 and held it in 1 quarter.
Allegheny Financial Group's Ameriprise Financial position peaked at $201K in Q4 2024.
1,366 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2025.

Based on Allegheny Financial Group's 13F filing for Q1 2025, filed 13 May 2025.