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Avestar Capital’s Ameriprise Financial AMP Stock Holding History

Avestar Capital’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
Q4 		– Sell
-730
Closed -$359K – 487
2025
Q3 		$359K Buy
730
+330
+83% +$169K 0.02% 387
2025
Q2 		$213K Sell
400
-464
-54% -$229K 0.01% 454
2025
Q1 		$418K Buy
864
+212
+33% +$111K 0.04% 317
2024
Q4 		$347K Buy
+652
New +$348K 0.03% 352
2019
Q3 		– Sell
-32
Closed -$3K – 201
2019
Q2 		$3K Hold
32
– – ﹤0.01% 623
2019
Q1 		$1K Hold
32
– – ﹤0.01% 694
2018
Q4 		$1K Buy
32
+15
+88% +$1.88K ﹤0.01% 681
2018
Q3 		$0 Buy
17
+6
+55% +$859 ﹤0.01% 820
2018
Q2 		$0 Sell
11
-17
-61% -$2.41K ﹤0.01% 864
2018
Q1 		$2K Hold
28
– – ﹤0.01% 624
2017
Q4 		$3K Buy
+28
New +$4.49K ﹤0.01% 594

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Avestar Capital's AMP Position: Q4 2025 in Review

Avestar Capital sold out of Ameriprise Financial (AMP) in Q4 2025, closing a stake of 730 shares — an estimated $359K sold.

Avestar Capital first reported a position in AMP in Q4 2017 and held it in 11 quarters. The position peaked at $418K in Q1 2025. 1,424 funds tracked by Wall St. Rank hold AMP as of Q4 2025.

  • Avestar Capital reported no remaining Ameriprise Financial position as of Q4 2025 after selling out during the quarter.
  • Avestar Capital sold 730 Ameriprise Financial shares in Q4 2025, an estimated $359K.
  • Avestar Capital first reported a position in Ameriprise Financial in Q4 2017 and held it in 11 quarters.
  • Avestar Capital's Ameriprise Financial position peaked at $418K in Q1 2025.
  • 1,424 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2025.

Based on Avestar Capital's 13F filing for Q4 2025, filed 10 Feb 2026.