Coppell Advisory Solutions’s Ameriprise Financial AMP Stock Holding History

Coppell Advisory Solutions’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	-20	Closed	-$10.6K	–	394
2024 Q4	$10.6K	Hold	20	–	–	﹤0.01%	1088
2024 Q3	$9.37K	Hold	20	–	–	﹤0.01%	1103
2024 Q2	$8.54K	Buy	+20	New	+$8.54K	﹤0.01%	1062
2023 Q4	$6.69K	Buy	18 +8	+80%	+$2.74K	﹤0.01%	1039
2023 Q3	$3.11K	Hold	10	–	–	﹤0.01%	798
2023 Q2	$3.34K	Buy	+10	New	+$3.07K	﹤0.01%	939
2023 Q1	–	Sell	-10	Closed	-$3.11K	–	238
2022 Q4	$3.11K	Buy	+10	New	+$3.05K	﹤0.01%	799

Other funds holding AMP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Coppell Advisory Solutions's AMP Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Ameriprise Financial (AMP) in Q1 2025, closing a stake of 20 shares — an estimated $10.6K sold.

Coppell Advisory Solutions first reported a position in AMP in Q4 2022 and held it in 7 quarters. The position peaked at $10.6K in Q4 2024. 1,366 funds tracked by Wall St. Rank hold AMP as of Q1 2025.

Coppell Advisory Solutions reported no remaining Ameriprise Financial position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 20 Ameriprise Financial shares in Q1 2025, an estimated $10.6K.
Coppell Advisory Solutions first reported a position in Ameriprise Financial in Q4 2022 and held it in 7 quarters.
Coppell Advisory Solutions's Ameriprise Financial position peaked at $10.6K in Q4 2024.
1,366 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.