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Annex Advisory Services’s Ameriprise Financial AMP Stock Holding History

Annex Advisory Services’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
-398
Closed -$212K – 312
2024
Q4 		$212K Sell
398
-96
-19% -$51.2K 0.01% 290
2024
Q3 		$232K Hold
494
– – 0.01% 260
2024
Q2 		$211K Hold
494
– – 0.01% 262
2024
Q1 		$217K Sell
494
-68
-12% -$27.2K 0.01% 263
2023
Q4 		$213K Buy
+562
New +$193K 0.01% 252

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Annex Advisory Services's AMP Position: Q1 2025 in Review

Annex Advisory Services sold out of Ameriprise Financial (AMP) in Q1 2025, closing a stake of 398 shares — an estimated $212K sold.

Annex Advisory Services first reported a position in AMP in Q4 2023 and held it in 5 quarters. The position peaked at $232K in Q3 2024. 1,366 funds tracked by Wall St. Rank hold AMP as of Q1 2025.

  • Annex Advisory Services reported no remaining Ameriprise Financial position as of Q1 2025 after selling out during the quarter.
  • Annex Advisory Services sold 398 Ameriprise Financial shares in Q1 2025, an estimated $212K.
  • Annex Advisory Services first reported a position in Ameriprise Financial in Q4 2023 and held it in 5 quarters.
  • Annex Advisory Services's Ameriprise Financial position peaked at $232K in Q3 2024.
  • 1,366 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2025.

Based on Annex Advisory Services's 13F filing for Q1 2025, filed 11 Apr 2025.