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BOK Financial Private Wealth’s Ameriprise Financial AMP Stock Holding History

BOK Financial Private 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
2025
Q3 		– Sell
-12
Closed -$6.41K – 384
2025
Q2 		$6.41K Sell
12
-30
-71% -$14.8K ﹤0.01% 384
2025
Q1 		$20.3K Buy
42
+40
+2,000% +$21K ﹤0.01% 340
2024
Q4 		$1.06K Buy
+2
New +$1.07K ﹤0.01% 502
2023
Q2 		– Sell
-7
Closed -$2.15K – 363
2023
Q1 		$2.15K Buy
+7
New +$2.29K ﹤0.01% 418
2022
Q2 		– Sell
-844
Closed -$254K – 374
2022
Q1 		$254K Buy
844
+125
+17% +$37.8K 0.02% 265
2021
Q4 		$217K Sell
719
-43
-6% -$12.7K 0.02% 282
2021
Q3 		$201K Buy
+762
New +$199K 0.02% 235

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State Street
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Geode Capital Management
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Aristotle Capital Management
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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 $761B AUM 31.28% 1-Year Est. Return