Avion Wealth’s Ameriprise Financial AMP Stock Holding History

Avion 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
2026 Q1	$8K	Sell	18 -2	-10%	-$964	﹤0.01%	543
2025 Q4	$9K	Sell	20 -3	-13%	-$1.42K	﹤0.01%	503
2025 Q3	$11K	Hold	23	–	–	﹤0.01%	449
2025 Q2	$12K	Buy	23 +7	+44%	+$3.46K	﹤0.01%	411
2025 Q1	$8K	Hold	16	–	–	﹤0.01%	429
2024 Q4	$8K	Buy	16 +1	+7%	+$534	﹤0.01%	428
2024 Q3	$7K	Hold	15	–	–	﹤0.01%	428
2024 Q2	$6K	Buy	15 +4	+36%	+$1.71K	﹤0.01%	420
2024 Q1	$5K	Sell	11 -1	-8%	-$400	﹤0.01%	442
2023 Q4	$5K	Sell	12 -1	-8%	-$343	﹤0.01%	386
2023 Q3	$3K	Buy	13 +1	+8%	+$341	﹤0.01%	408
2023 Q2	$3K	Buy	+12	New	+$3.69K	﹤0.01%	403

Other funds holding AMP

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return