HHM Wealth Advisors’s Ameriprise Financial AMP Stock Holding History

HHM Wealth 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 Q3	–	Sell	-4	Closed	-$2.13K	–	858
2025 Q2	$2.13K	Hold	4	–	–	﹤0.01%	755
2025 Q1	$1.94K	Hold	4	–	–	﹤0.01%	757
2024 Q4	$2.13K	Buy	+4	New	+$2.13K	﹤0.01%	745
2023 Q2	–	Sell	-9	Closed	-$2.76K	–	807
2023 Q1	$2.76K	Hold	9	–	–	﹤0.01%	700
2022 Q4	$2.8K	Buy	+9	New	+$2.75K	﹤0.01%	576
2022 Q3	–	Sell	-285	Closed	-$68K	–	649
2022 Q2	$68K	Hold	285	–	–	0.02%	237
2022 Q1	$86K	Sell	285 -133	-32%	-$40.2K	0.02%	237
2021 Q4	$126K	Hold	418	–	–	0.03%	188
2021 Q3	$110K	Hold	418	–	–	0.03%	194
2021 Q2	$104K	Hold	418	–	–	0.03%	199
2021 Q1	$97K	Buy	418 +18	+5%	+$3.89K	0.03%	190
2020 Q4	$78K	Hold	400	–	–	0.03%	203
2020 Q3	$62K	Sell	400 -21	-5%	-$3.23K	0.02%	199
2020 Q2	$63K	Hold	421	–	–	0.03%	200
2020 Q1	$43K	Buy	+421	New	+$62.4K	0.02%	219

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HHM Wealth Advisors's AMP Position: Q3 2025 in Review

HHM Wealth Advisors sold out of Ameriprise Financial (AMP) in Q3 2025, closing a stake of 4 shares — an estimated $2.13K sold.

HHM Wealth Advisors first reported a position in AMP in Q1 2020 and held it in 15 quarters. The position peaked at $126K in Q4 2021. 1,364 funds tracked by Wall St. Rank hold AMP as of Q3 2025.

HHM Wealth Advisors reported no remaining Ameriprise Financial position as of Q3 2025 after selling out during the quarter.
HHM Wealth Advisors sold 4 Ameriprise Financial shares in Q3 2025, an estimated $2.13K.
HHM Wealth Advisors first reported a position in Ameriprise Financial in Q1 2020 and held it in 15 quarters.
HHM Wealth Advisors's Ameriprise Financial position peaked at $126K in Q4 2021.
1,364 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2025.

Based on HHM Wealth Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.