Heck Capital Advisors’s Ameriprise Financial AMP Stock Holding History

Heck Capital Advisors’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	-10	Closed	-$5.32K	–	267
2024 Q4	$5.32K	Buy	+10	New	+$5.34K	﹤0.01%	575

Other funds holding AMP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Heck Capital Advisors's AMP Position: Q1 2025 in Review

Heck Capital Advisors sold out of Ameriprise Financial (AMP) in Q1 2025, closing a stake of 10 shares — an estimated $5.32K sold.

Heck Capital Advisors first reported a position in AMP in Q4 2024 and held it in 1 quarter. The position peaked at $5.32K in Q4 2024. 1,369 funds tracked by Wall St. Rank hold AMP as of Q1 2025.

Heck Capital Advisors reported no remaining Ameriprise Financial position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 10 Ameriprise Financial shares in Q1 2025, an estimated $5.32K.
Heck Capital Advisors first reported a position in Ameriprise Financial in Q4 2024 and held it in 1 quarter.
Heck Capital Advisors's Ameriprise Financial position peaked at $5.32K in Q4 2024.
1,369 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.