Baldwin Wealth Partners’s Ameriprise Financial AMP Stock Holding History

Baldwin Wealth Partners’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	-520	Closed	-$277K	–	229
2024 Q4	$277K	Sell	520 -769	-60%	-$410K	0.02%	194
2024 Q3	$606K	Buy	+1,289	New	+$559K	0.04%	178
2015 Q3	–	Sell	-8,758	Closed	-$1.09M	–	245
2015 Q2	$1.09M	Buy	8,758 +80	+0.9%	+$10.2K	0.16%	120
2015 Q1	$1.14M	Buy	8,678 +417	+5%	+$54.9K	0.17%	119
2014 Q4	$1.09M	Buy	+8,261	New	+$1.05M	0.16%	128

Other funds holding AMP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Baldwin Wealth Partners's AMP Position: Q1 2025 in Review

Baldwin Wealth Partners sold out of Ameriprise Financial (AMP) in Q1 2025, closing a stake of 520 shares — an estimated $277K sold.

Baldwin Wealth Partners first reported a position in AMP in Q4 2014 and held it in 5 quarters. The position peaked at $1.14M in Q1 2015. 1,370 funds tracked by Wall St. Rank hold AMP as of Q1 2025.

Baldwin Wealth Partners reported no remaining Ameriprise Financial position as of Q1 2025 after selling out during the quarter.
Baldwin Wealth Partners sold 520 Ameriprise Financial shares in Q1 2025, an estimated $277K.
Baldwin Wealth Partners first reported a position in Ameriprise Financial in Q4 2014 and held it in 5 quarters.
Baldwin Wealth Partners's Ameriprise Financial position peaked at $1.14M in Q1 2015.
1,370 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2025.

Based on Baldwin Wealth Partners's 13F filing for Q1 2025, filed 14 Apr 2025.