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Concourse Financial Group Securities’s Ameriprise Financial AMP Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-643
Closed -$361K – 93
2024
Q4 		$361K Buy
643
+80
+14% +$42.7K 0.02% 556
2024
Q3 		$265K Buy
563
+48
+9% +$20.8K 0.02% 624
2024
Q2 		$220K Buy
515
+13
+3% +$5.55K 0.01% 667
2024
Q1 		$220K Sell
502
-6
-1% -$2.4K 0.01% 645
2023
Q4 		$193K Sell
508
-1
-0.2% -$343 0.01% 666
2023
Q3 		$168K Buy
509
+38
+8% +$13K 0.01% 678
2023
Q2 		$156K Buy
471
+35
+8% +$10.8K 0.01% 721
2023
Q1 		$134K Sell
436
-152
-26% -$49.8K 0.01% 780
2022
Q4 		$183K Buy
+588
New +$179K 0.01% 633
2022
Q3 		– Sell
-519
Closed -$137K – 2037
2022
Q2 		$123K Buy
519
+74
+17% +$19.8K 0.01% 737
2022
Q1 		$134K Buy
445
+222
+100% +$67.2K 0.01% 760
2021
Q4 		$67K Buy
223
+17
+8% +$5.03K ﹤0.01% 1165
2021
Q3 		$54K Buy
206
+155
+304% +$40.5K ﹤0.01% 1275
2021
Q2 		$13K Sell
51
-6
-11% -$1.51K ﹤0.01% 1774
2021
Q1 		$13K Buy
57
+45
+375% +$9.73K ﹤0.01% 1683
2020
Q4 		$2K Buy
+12
New +$2.15K ﹤0.01% 2071
2020
Q3 		– Sell
-17
Closed -$2.62K – 2151
2020
Q2 		$3K Sell
17
-841
-98% -$108K ﹤0.01% 1801
2020
Q1 		$88K Buy
858
+319
+59% +$47.3K 0.01% 702
2019
Q4 		$90K Buy
539
+282
+110% +$43.7K 0.01% 746
2019
Q3 		$38K Buy
257
+124
+93% +$17.4K 0.01% 707
2019
Q2 		$19K Buy
133
+72
+118% +$10.4K ﹤0.01% 1260
2019
Q1 		$7K Hold
61
– – ﹤0.01% 1620
2018
Q4 		$6K Hold
61
– – ﹤0.01% 1567
2018
Q3 		$9K Buy
+61
New +$8.73K ﹤0.01% 1131

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Concourse Financial Group Securities's AMP Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Ameriprise Financial (AMP) in Q1 2025, closing a stake of 643 shares — an estimated $361K sold.

Concourse Financial Group Securities first reported a position in AMP in Q3 2018 and held it in 24 quarters. The position peaked at $361K in Q4 2024. 1,367 funds tracked by Wall St. Rank hold AMP as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Ameriprise Financial position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 643 Ameriprise Financial shares in Q1 2025, an estimated $361K.
  • Concourse Financial Group Securities first reported a position in Ameriprise Financial in Q3 2018 and held it in 24 quarters.
  • Concourse Financial Group Securities's Ameriprise Financial position peaked at $361K in Q4 2024.
  • 1,367 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.