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Catherine Avery Investment Management’s Ameriprise Financial AMP Stock Holding History

Catherine Avery Investment 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
-14
Closed -$7.47K – 164
2025
Q2 		$7.47K Hold
14
– – 0.01% 108
2025
Q1 		$6.78K Hold
14
– – 0.01% 108
2024
Q4 		$7.45K Buy
+14
New +$7.47K 0.01% 103

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
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

Catherine Avery Investment Management's AMP Position: Q3 2025 in Review

Catherine Avery Investment Management sold out of Ameriprise Financial (AMP) in Q3 2025, closing a stake of 14 shares — an estimated $7.47K sold.

Catherine Avery Investment Management first reported a position in AMP in Q4 2024 and held it in 3 quarters. The position peaked at $7.47K in Q2 2025. 1,361 funds tracked by Wall St. Rank hold AMP as of Q3 2025.

  • Catherine Avery Investment Management reported no remaining Ameriprise Financial position as of Q3 2025 after selling out during the quarter.
  • Catherine Avery Investment Management sold 14 Ameriprise Financial shares in Q3 2025, an estimated $7.47K.
  • Catherine Avery Investment Management first reported a position in Ameriprise Financial in Q4 2024 and held it in 3 quarters.
  • Catherine Avery Investment Management's Ameriprise Financial position peaked at $7.47K in Q2 2025.
  • 1,361 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2025.

Based on Catherine Avery Investment Management's 13F filing for Q3 2025, filed 5 Jan 2026.