CWC
AMP icon

Carolinas Wealth Consulting’s Ameriprise Financial AMP Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-26
Closed -$12.7K – 41
2025
Q1 		$12.7K Buy
26
+1
+4% +$524 ﹤0.01% 505
2024
Q4 		$13K Buy
25
+9
+56% +$4.8K ﹤0.01% 522
2024
Q3 		$7.36K Sell
16
-2
-11% -$868 ﹤0.01% 606
2024
Q2 		$7.55K Buy
18
+2
+13% +$854 ﹤0.01% 599
2024
Q1 		$6.94K Buy
16
+1
+7% +$400 ﹤0.01% 606
2023
Q4 		$5.63K Hold
15
– – ﹤0.01% 604
2023
Q3 		$4.67K Sell
15
-10
-40% -$3.41K ﹤0.01% 614
2023
Q2 		$8.3K Sell
25
-4
-14% -$1.23K ﹤0.01% 617
2023
Q1 		$8.89K Hold
29
– – ﹤0.01% 621
2022
Q4 		$9.03K Buy
29
+18
+164% +$5.49K ﹤0.01% 631
2022
Q3 		$3K Hold
11
– – ﹤0.01% 702
2022
Q2 		$3K Hold
11
– – ﹤0.01% 705
2022
Q1 		$3K Hold
11
– – ﹤0.01% 746
2021
Q4 		$3K Hold
11
– – ﹤0.01% 761
2021
Q3 		$3K Hold
11
– – ﹤0.01% 726
2021
Q2 		$3K Hold
11
– – ﹤0.01% 749
2021
Q1 		$3K Hold
11
– – ﹤0.01% 757
2020
Q4 		$2K Hold
11
– – ﹤0.01% 727
2020
Q3 		$2K Buy
+11
New +$1.69K ﹤0.01% 677

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Carolinas Wealth Consulting's AMP Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Ameriprise Financial (AMP) in Q2 2025, closing a stake of 26 shares — an estimated $12.7K sold.

Carolinas Wealth Consulting first reported a position in AMP in Q3 2020 and held it in 19 quarters. The position peaked at $13K in Q4 2024. 1,361 funds tracked by Wall St. Rank hold AMP as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Ameriprise Financial position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 26 Ameriprise Financial shares in Q2 2025, an estimated $12.7K.
  • Carolinas Wealth Consulting first reported a position in Ameriprise Financial in Q3 2020 and held it in 19 quarters.
  • Carolinas Wealth Consulting's Ameriprise Financial position peaked at $13K in Q4 2024.
  • 1,361 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.