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Bogart Wealth LLC’s Ameriprise Financial AMP Stock Holding History

Bogart Wealth LLC’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
Q2 		$16.1K Sell
35
-2
-5% -$917 ﹤0.01% 857
2026
Q1 		$16.4K Buy
37
+26
+236% +$12.5K ﹤0.01% 770
2025
Q4 		$5.39K Buy
11
+6
+120% +$2.85K ﹤0.01% 978
2025
Q3 		$2.46K Buy
5
+1
+25% +$513 ﹤0.01% 1118
2025
Q2 		$2.13K Sell
4
-4
-50% -$1.98K ﹤0.01% 1097
2025
Q1 		$3.87K Buy
8
+5
+167% +$2.62K ﹤0.01% 952
2024
Q4 		$1.6K Buy
+3
New +$1.6K ﹤0.01% 1135
2022
Q4 		– Sell
-30
Closed -$8K – 1047
2022
Q3 		$8K Buy
30
+6
+25% +$1.58K ﹤0.01% 581
2022
Q2 		$6K Sell
24
-120
-83% -$32.1K ﹤0.01% 607
2022
Q1 		$43K Sell
144
-76
-35% -$23K ﹤0.01% 291
2021
Q4 		$66K Hold
220
– – 0.01% 236
2021
Q3 		$58K Hold
220
– – 0.01% 236
2021
Q2 		$55K Buy
220
+120
+120% +$30.2K 0.01% 230
2021
Q1 		$23K Hold
100
– – ﹤0.01% 300
2020
Q4 		$19K Hold
100
– – ﹤0.01% 268
2020
Q3 		$15K Hold
100
– – ﹤0.01% 269
2020
Q2 		$15K Hold
100
– – ﹤0.01% 256
2020
Q1 		$10K Hold
100
– – ﹤0.01% 261
2019
Q4 		$17K Hold
100
– – 0.01% 238
2019
Q3 		$15K Hold
100
– – 0.01% 228
2019
Q2 		$14K Hold
100
– – 0.01% 216
2019
Q1 		$12K Hold
100
– – 0.01% 227
2018
Q4 		$10K Hold
100
– – 0.01% 235
2018
Q3 		$15K Hold
100
– – 0.01% 201
2018
Q2 		$13K Hold
100
– – 0.01% 224
2018
Q1 		$15K Hold
100
– – 0.01% 212
2017
Q4 		$17K Hold
100
– – 0.01% 204
2017
Q3 		$15K Buy
+100
New +$14K 0.01% 205

Other funds holding AMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Bogart Wealth LLC's AMP Position: Q2 2026 in Review

Bogart Wealth LLC reduced its Ameriprise Financial (AMP) stake by 5.4% in Q2 2026, selling an estimated $917 and leaving 35 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #857.

Bogart Wealth LLC first reported a position in AMP in Q3 2017 and has held it in 28 quarters since. The position peaked at $66K in Q4 2021. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Bogart Wealth LLC held 35 shares of Ameriprise Financial worth $16.1K as of Q2 2026.
  • Bogart Wealth LLC sold 2 Ameriprise Financial shares in Q2 2026, an estimated $917.
  • Ameriprise Financial made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #857 holding.
  • Bogart Wealth LLC first reported a position in Ameriprise Financial in Q3 2017 and has held it in 28 quarters since.
  • Bogart Wealth LLC's Ameriprise Financial position peaked at $66K in Q4 2021.
  • 1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.