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Beacon Capital Management LLC (Tennessee)’s Ameriprise Financial AMP Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
Q3 		– Sell
-21
Closed -$11.2K – 171
2025
Q2 		$11.2K Sell
21
-14
-40% -$6.92K ﹤0.01% 614
2025
Q1 		$16.9K Buy
35
+14
+67% +$7.34K ﹤0.01% 508
2024
Q4 		$11.2K Hold
21
– – ﹤0.01% 583
2024
Q3 		$9.87K Buy
+21
New +$9.11K ﹤0.01% 648

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Beacon Capital Management LLC (Tennessee)'s AMP Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Ameriprise Financial (AMP) in Q3 2025, closing a stake of 21 shares — an estimated $11.2K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in AMP in Q3 2024 and held it in 4 quarters. The position peaked at $16.9K in Q1 2025. 1,361 funds tracked by Wall St. Rank hold AMP as of Q3 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining Ameriprise Financial position as of Q3 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 21 Ameriprise Financial shares in Q3 2025, an estimated $11.2K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Ameriprise Financial in Q3 2024 and held it in 4 quarters.
  • Beacon Capital Management LLC (Tennessee)'s Ameriprise Financial position peaked at $16.9K in Q1 2025.
  • 1,361 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.