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Heartland Bank & Trust’s Ameriprise Financial AMP Stock Holding History

Heartland Bank & Trust’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
-2,607
Closed -$1.39M – 163
2024
Q4 		$1.39M Sell
2,607
-82
-3% -$43.8K 0.75% 28
2024
Q3 		$1.26M Sell
2,689
-66
-2% -$28.6K 0.68% 24
2024
Q2 		$1.18M Buy
2,755
+24
+0.9% +$10.3K 0.67% 29
2024
Q1 		$1.2M Sell
2,731
-44
-2% -$17.6K 0.7% 27
2023
Q4 		$1.05M Sell
2,775
-91
-3% -$31.2K 0.73% 26
2023
Q3 		$945K Sell
2,866
-2
-0.1% -$683 0.75% 31
2023
Q2 		$953K Sell
2,868
-260
-8% -$79.9K 0.74% 32
2023
Q1 		$959K Buy
3,128
+458
+17% +$150K 0.72% 35
2022
Q4 		$831K Buy
+2,670
New +$814K 0.61% 33

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Heartland Bank & Trust's AMP Position: Q1 2025 in Review

Heartland Bank & Trust sold out of Ameriprise Financial (AMP) in Q1 2025, closing a stake of 2,607 shares — an estimated $1.39M sold.

Heartland Bank & Trust first reported a position in AMP in Q4 2022 and held it in 9 quarters. The position peaked at $1.39M in Q4 2024. 1,367 funds tracked by Wall St. Rank hold AMP as of Q1 2025.

  • Heartland Bank & Trust reported no remaining Ameriprise Financial position as of Q1 2025 after selling out during the quarter.
  • Heartland Bank & Trust sold 2,607 Ameriprise Financial shares in Q1 2025, an estimated $1.39M.
  • Heartland Bank & Trust first reported a position in Ameriprise Financial in Q4 2022 and held it in 9 quarters.
  • Heartland Bank & Trust's Ameriprise Financial position peaked at $1.39M in Q4 2024.
  • 1,367 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2025.

Based on Heartland Bank & Trust's 13F filing for Q1 2025, filed 22 Apr 2025.