Aurora Private Wealth’s Ameriprise Financial AMP Stock Holding History

Aurora Private Wealth’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 Q2	$582K	Hold	1,091	–	–	0.43%	56
2025 Q1	$528K	Hold	1,091	–	–	0.42%	63
2024 Q4	$581K	Hold	1,091	–	–	0.44%	62
2024 Q3	$513K	Hold	1,091	–	–	0.4%	67
2024 Q2	$466K	Hold	1,091	–	–	0.41%	65
2024 Q1	$474K	Hold	1,091	–	–	0.41%	68
2023 Q4	$414K	Hold	1,091	–	–	0.39%	69
2023 Q3	$360K	Hold	1,091	–	–	0.4%	71
2023 Q2	$362K	Hold	1,091	–	–	0.41%	67
2023 Q1	$334K	Hold	1,091	–	–	0.36%	85
2022 Q4	$340K	Hold	1,091	–	–	0.39%	76
2022 Q3	$275K	Hold	1,091	–	–	0.13%	120
2022 Q2	$259K	Hold	1,091	–	–	0.12%	129
2022 Q1	$328K	Sell	1,091 -41	-4%	-$12.4K	0.14%	127
2021 Q4	$341K	Buy	1,132 +19	+2%	+$5.62K	0.15%	122
2021 Q3	$294K	Buy	1,113 +1	+0.1%	+$262	0.12%	157
2021 Q2	$277K	Buy	1,112 +21	+2%	+$5.29K	0.11%	159
2021 Q1	$254K	Hold	1,091	–	–	0.11%	168
2020 Q4	$212K	Buy	+1,091	New	+$195K	0.09%	194
2020 Q2	–	Sell	-2,182	Closed	-$224K	–	176
2020 Q1	$224K	Buy	+2,182	New	+$323K	0.08%	197

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aurora Private Wealth's AMP Position: Q2 2025 in Review

Aurora Private Wealth held its Ameriprise Financial (AMP) position steady in Q2 2025 at 1,091 shares worth $582K. The position accounts for 0.43% of the portfolio, ranked #56.

Aurora Private Wealth first reported a position in AMP in Q1 2020 and has held it in 20 quarters since. 1,361 funds tracked by Wall St. Rank hold AMP as of Q2 2025.

Aurora Private Wealth held 1,091 shares of Ameriprise Financial worth $582K as of Q2 2025.
Aurora Private Wealth left its Ameriprise Financial share count unchanged in Q2 2025.
Ameriprise Financial made up 0.43% of Aurora Private Wealth's portfolio in Q2 2025, its #56 holding.
Aurora Private Wealth first reported a position in Ameriprise Financial in Q1 2020 and has held it in 20 quarters since.
1,361 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2025.

Based on Aurora Private Wealth's 13F filing for Q2 2025, filed 24 Jul 2025.