Authentikos Wealth Advisory’s Ameriprise Financial AMP Stock Holding History

Authentikos Wealth Advisory’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	-600	Closed	-$319K	–	60
2024 Q4	$319K	Buy	+600	New	+$320K	0.32%	59
2024 Q3	–	Sell	-600	Closed	-$256K	–	152
2024 Q2	$256K	Hold	600	–	–	0.25%	34
2024 Q1	$263K	Hold	600	–	–	0.26%	52
2023 Q4	$228K	Hold	600	–	–	0.24%	53
2023 Q3	$198K	Buy	+600	New	+$205K	0.19%	69

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

Authentikos Wealth Advisory's AMP Position: Q1 2025 in Review

Authentikos Wealth Advisory sold out of Ameriprise Financial (AMP) in Q1 2025, closing a stake of 600 shares — an estimated $319K sold.

Authentikos Wealth Advisory first reported a position in AMP in Q3 2023 and held it in 5 quarters. The position peaked at $319K in Q4 2024. 1,366 funds tracked by Wall St. Rank hold AMP as of Q1 2025.

Authentikos Wealth Advisory reported no remaining Ameriprise Financial position as of Q1 2025 after selling out during the quarter.
Authentikos Wealth Advisory sold 600 Ameriprise Financial shares in Q1 2025, an estimated $319K.
Authentikos Wealth Advisory first reported a position in Ameriprise Financial in Q3 2023 and held it in 5 quarters.
Authentikos Wealth Advisory's Ameriprise Financial position peaked at $319K in Q4 2024.
1,366 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2025.

Based on Authentikos Wealth Advisory's 13F filing for Q1 2025, filed 17 Apr 2025.