FWG Investments’s Ameriprise Financial AMP Stock Holding History

FWG Investments’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	-576	Closed	-$307K	–	56
2024 Q4	$307K	Sell	576 -101	-15%	-$53.9K	0.24%	95
2024 Q3	$318K	Buy	677 +20	+3%	+$8.68K	0.27%	84
2024 Q2	$281K	Buy	657 +4	+0.6%	+$1.71K	0.28%	84
2024 Q1	$286K	Buy	653 +20	+3%	+$8.01K	0.31%	81
2023 Q4	$240K	Buy	+633	New	+$217K	0.3%	80

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

FWG Investments's AMP Position: Q1 2025 in Review

FWG Investments sold out of Ameriprise Financial (AMP) in Q1 2025, closing a stake of 576 shares — an estimated $307K sold.

FWG Investments first reported a position in AMP in Q4 2023 and held it in 5 quarters. The position peaked at $318K in Q3 2024. 1,366 funds tracked by Wall St. Rank hold AMP as of Q1 2025.

FWG Investments reported no remaining Ameriprise Financial position as of Q1 2025 after selling out during the quarter.
FWG Investments sold 576 Ameriprise Financial shares in Q1 2025, an estimated $307K.
FWG Investments first reported a position in Ameriprise Financial in Q4 2023 and held it in 5 quarters.
FWG Investments's Ameriprise Financial position peaked at $318K in Q3 2024.
1,366 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2025.

Based on FWG Investments's 13F filing for Q1 2025, filed 14 May 2025.