Estate Counselors’s Ameriprise Financial AMP Stock Holding History

Estate Counselors’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	-6,705	Closed	-$3.57M	–	94
2024 Q4	$3.57M	Buy	+6,705	New	+$3.58M	0.38%	33
2024 Q1	–	Sell	-3,710	Closed	-$1.41M	–	116
2023 Q4	$1.41M	Hold	3,710	–	–	0.17%	77
2023 Q3	$1.22M	Buy	3,710 +5	+0.1%	+$1.71K	0.16%	84
2023 Q2	$1.23M	Hold	3,705	–	–	0.16%	96
2023 Q1	$1.14M	Buy	+3,705	New	+$1.21M	0.15%	97
2022 Q2	–	Sell	-5,445	Closed	-$1.64M	–	168
2022 Q1	$1.64M	Hold	5,445	–	–	0.21%	62
2021 Q4	$1.64M	Buy	5,445 +60	+1%	+$17.7K	0.2%	58
2021 Q3	$1.42M	Buy	5,385 +40	+0.7%	+$10.5K	0.18%	68
2021 Q2	$1.33M	Buy	5,345 +95	+2%	+$23.9K	0.17%	65
2021 Q1	$1.22M	Sell	5,250 -50	-0.9%	-$10.8K	0.18%	66
2020 Q4	$103K	Buy	5,300 +2,020	+62%	+$362K	0.02%	106
2020 Q3	$505K	Buy	+3,280	New	+$505K	0.08%	87
2020 Q2	–	Sell	-2,880	Closed	-$295K	–	160
2020 Q1	$295K	Buy	+2,880	New	+$427K	0.05%	117

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

Estate Counselors's AMP Position: Q1 2025 in Review

Estate Counselors sold out of Ameriprise Financial (AMP) in Q1 2025, closing a stake of 6,705 shares — an estimated $3.57M sold.

Estate Counselors first reported a position in AMP in Q1 2020 and held it in 13 quarters. The position peaked at $3.57M in Q4 2024. 1,366 funds tracked by Wall St. Rank hold AMP as of Q1 2025.

Estate Counselors reported no remaining Ameriprise Financial position as of Q1 2025 after selling out during the quarter.
Estate Counselors sold 6,705 Ameriprise Financial shares in Q1 2025, an estimated $3.57M.
Estate Counselors first reported a position in Ameriprise Financial in Q1 2020 and held it in 13 quarters.
Estate Counselors's Ameriprise Financial position peaked at $3.57M in Q4 2024.
1,366 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2025.

Based on Estate Counselors's 13F filing for Q1 2025, filed 14 May 2025.