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D'Orazio & Associates’s Ameriprise Financial AMP Stock Holding History

D'Orazio & Associates’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
-382
Closed -$204K – 280
2025
Q2 		$204K Buy
+382
New +$189K 0.03% 254
2021
Q4 		– Sell
-251
Closed -$66K – 124
2021
Q3 		$66K Buy
+251
New +$65.7K 0.02% 171
2019
Q2 		– Sell
-18
Closed -$2K – 333
2019
Q1 		$2K Buy
+18
New +$2.23K ﹤0.01% 311

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

D'Orazio & Associates's AMP Position: Q3 2025 in Review

D'Orazio & Associates sold out of Ameriprise Financial (AMP) in Q3 2025, closing a stake of 382 shares — an estimated $204K sold.

D'Orazio & Associates first reported a position in AMP in Q1 2019 and held it in 3 quarters. The position peaked at $204K in Q2 2025. 1,363 funds tracked by Wall St. Rank hold AMP as of Q3 2025.

  • D'Orazio & Associates reported no remaining Ameriprise Financial position as of Q3 2025 after selling out during the quarter.
  • D'Orazio & Associates sold 382 Ameriprise Financial shares in Q3 2025, an estimated $204K.
  • D'Orazio & Associates first reported a position in Ameriprise Financial in Q1 2019 and held it in 3 quarters.
  • D'Orazio & Associates's Ameriprise Financial position peaked at $204K in Q2 2025.
  • 1,363 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2025.

Based on D'Orazio & Associates's 13F filing for Q3 2025, filed 10 Nov 2025.