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Copperwynd Financial’s Ameriprise Financial AMP Stock Holding History

Copperwynd Financial’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 		$1.34M Sell
2,502
-28
-1% -$13.8K 0.33% 53
2025
Q1 		$1.22M Sell
2,530
-2
-0.1% -$1.05K 0.34% 56
2024
Q4 		$1.35M Buy
2,532
+80
+3% +$42.7K 0.37% 48
2024
Q3 		$1.15M Buy
2,452
+25
+1% +$10.8K 0.35% 48
2024
Q2 		$1.04M Buy
2,427
+118
+5% +$50.4K 0.34% 43
2024
Q1 		$1.01M Sell
2,309
-75
-3% -$30K 0.36% 45
2023
Q4 		$905K Sell
2,384
-37
-2% -$12.7K 0.36% 43
2023
Q3 		$798K Sell
2,421
-93
-4% -$31.7K 0.37% 45
2023
Q2 		$835K Sell
2,514
-19
-0.8% -$5.84K 0.39% 50
2023
Q1 		$776K Sell
2,533
-36
-1% -$11.8K 0.4% 51
2022
Q4 		$800K Sell
2,569
-98
-4% -$29.9K 0.45% 51
2022
Q3 		$672K Sell
2,667
-115
-4% -$30.3K 0.39% 51
2022
Q2 		$661K Sell
2,782
-37
-1% -$9.91K 0.39% 55
2022
Q1 		$847K Sell
2,819
-8
-0.3% -$2.42K 0.35% 47
2021
Q4 		$853K Sell
2,827
-30
-1% -$8.87K 0.32% 49
2021
Q3 		$755K Sell
2,857
-5
-0.2% -$1.31K 0.31% 52
2021
Q2 		$712K Sell
2,862
-24
-0.8% -$6.05K 0.3% 51
2021
Q1 		$671K Sell
2,886
-171
-6% -$37K 0.3% 49
2020
Q4 		$594K Sell
3,057
-192
-6% -$34.4K 0.29% 56
2020
Q3 		$501K Sell
3,249
-144
-4% -$22.2K 0.27% 60
2020
Q2 		$509K Sell
3,393
-328
-9% -$42.1K 0.29% 52
2020
Q1 		$381K Sell
3,721
-159
-4% -$23.6K 0.18% 58
2019
Q4 		$646K Buy
3,880
+117
+3% +$18.1K 0.34% 54
2019
Q3 		$594K Buy
3,763
+457
+14% +$64K 0.34% 59
2019
Q2 		$480K Buy
3,306
+101
+3% +$14.6K 0.28% 60
2019
Q1 		$411K Buy
3,205
+198
+7% +$24.6K 0.25% 72
2018
Q4 		$314K Buy
3,007
+44
+1% +$5.53K 0.19% 71
2018
Q3 		$438K Buy
2,963
+129
+5% +$18.5K 0.27% 61
2018
Q2 		$396K Buy
2,834
+74
+3% +$10.5K 0.28% 62
2018
Q1 		$408K Buy
2,760
+217
+9% +$35.4K 0.28% 55
2017
Q4 		$431K Buy
+2,543
New +$407K 0.31% 50

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

Copperwynd Financial's AMP Position: Q2 2025 in Review

Copperwynd Financial reduced its Ameriprise Financial (AMP) stake by 1.1% in Q2 2025, selling an estimated $13.8K and leaving 2,502 shares worth $1.34M. The position accounts for 0.33% of the portfolio, ranked #53.

Copperwynd Financial first reported a position in AMP in Q4 2017 and has held it in 31 quarters since. The position peaked at $1.35M in Q4 2024. 1,362 funds tracked by Wall St. Rank hold AMP as of Q2 2025.

  • Copperwynd Financial held 2,502 shares of Ameriprise Financial worth $1.34M as of Q2 2025.
  • Copperwynd Financial sold 28 Ameriprise Financial shares in Q2 2025, an estimated $13.8K.
  • Ameriprise Financial made up 0.33% of Copperwynd Financial's portfolio in Q2 2025, its #53 holding.
  • Copperwynd Financial first reported a position in Ameriprise Financial in Q4 2017 and has held it in 31 quarters since.
  • Copperwynd Financial's Ameriprise Financial position peaked at $1.35M in Q4 2024.
  • 1,362 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2025.

Based on Copperwynd Financial's 13F filing for Q2 2025, filed 24 Jul 2025.