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Birchcreek Wealth Management’s Ameriprise Financial AMP Stock Holding History

Birchcreek Wealth Management’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
-417
Closed -$223K – 116
2025
Q2 		$223K Sell
417
-91
-18% -$45K 0.13% 104
2025
Q1 		$246K Sell
508
-133
-21% -$69.8K 0.16% 97
2024
Q4 		$341K Buy
641
+103
+19% +$55K 0.21% 91
2024
Q3 		$253K Sell
538
-119
-18% -$51.6K 0.17% 101
2024
Q2 		$281K Buy
657
+148
+29% +$63.2K 0.16% 117
2024
Q1 		$223K Buy
+509
New +$204K 0.12% 142

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Birchcreek Wealth Management's AMP Position: Q3 2025 in Review

Birchcreek Wealth Management sold out of Ameriprise Financial (AMP) in Q3 2025, closing a stake of 417 shares — an estimated $223K sold.

Birchcreek Wealth Management first reported a position in AMP in Q1 2024 and held it in 6 quarters. The position peaked at $341K in Q4 2024. 1,361 funds tracked by Wall St. Rank hold AMP as of Q3 2025.

  • Birchcreek Wealth Management reported no remaining Ameriprise Financial position as of Q3 2025 after selling out during the quarter.
  • Birchcreek Wealth Management sold 417 Ameriprise Financial shares in Q3 2025, an estimated $223K.
  • Birchcreek Wealth Management first reported a position in Ameriprise Financial in Q1 2024 and held it in 6 quarters.
  • Birchcreek Wealth Management's Ameriprise Financial position peaked at $341K in Q4 2024.
  • 1,361 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2025.

Based on Birchcreek Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.