Counterpoint Mutual Funds’s Ameriprise Financial AMP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-625
Closed -$306K 303
2025
Q4
$306K Buy
+625
New +$297K 0.02% 229
2025
Q3
Sell
-770
Closed -$411K 329
2025
Q2
$411K Buy
+770
New +$380K 0.04% 145
2023
Q3
Sell
-384
Closed -$128K 296
2023
Q2
$128K Sell
384
-267
-41% -$82.1K 0.12% 101
2023
Q1
$200K Sell
651
-126
-16% -$41.3K 0.17% 31
2022
Q4
$242K Buy
+777
New +$237K 0.26% 30
2022
Q3
Sell
-523
Closed -$124K 245
2022
Q2
$124K Buy
+523
New +$140K 0.08% 132

Other funds holding AMP

Counterpoint Mutual Funds's AMP Position: Q1 2026 in Review

Counterpoint Mutual Funds sold out of Ameriprise Financial (AMP) in Q1 2026, closing a stake of 625 shares — an estimated $306K sold.

Counterpoint Mutual Funds first reported a position in AMP in Q2 2022 and held it in 6 quarters. The position peaked at $411K in Q2 2025. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Counterpoint Mutual Funds reported no remaining Ameriprise Financial position as of Q1 2026 after selling out during the quarter.
  • Counterpoint Mutual Funds sold 625 Ameriprise Financial shares in Q1 2026, an estimated $306K.
  • Counterpoint Mutual Funds first reported a position in Ameriprise Financial in Q2 2022 and held it in 6 quarters.
  • Counterpoint Mutual Funds's Ameriprise Financial position peaked at $411K in Q2 2025.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Counterpoint Mutual Funds's 13F filing for Q1 2026, filed 27 Apr 2026.