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IBEX Wealth Advisors’s Ameriprise Financial AMP Stock Holding History

IBEX 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
Q4 		– Sell
-1,142
Closed -$561K – 128
2025
Q3 		$561K Buy
1,142
+2
+0.2% +$1.02K 0.05% 149
2025
Q2 		$608K Buy
+1,140
New +$563K 0.06% 140
2025
Q1 		– Sell
-1,565
Closed -$833K – 128
2024
Q4 		$833K Sell
1,565
-36,688
-96% -$19.6M 0.1% 124
2024
Q3 		$2.8M Buy
38,253
+36,733
+2,417% +$15.9M 0.77% 45
2024
Q2 		$649K Buy
1,520
+164
+12% +$70.1K 0.1% 85
2024
Q1 		$422K Buy
1,356
+356
+36% +$143K 0.11% 98
2023
Q4 		$525K Sell
1,000
-237
-19% -$81.3K 0.11% 78
2023
Q3 		$408K Buy
+1,237
New +$422K 0.1% 89
2023
Q1 		$380K Sell
1,241
-115
-8% -$37.7K 0.1% 93
2022
Q4 		$422K Buy
1,356
+65
+5% +$19.8K 0.1% 140
2022
Q3 		$325K Sell
1,291
-9
-0.7% -$2.37K 0.08% 120
2022
Q2 		$309K Buy
1,300
+55
+4% +$14.7K 0.07% 125
2022
Q1 		$374K Buy
1,245
+289
+30% +$87.4K 0.07% 129
2021
Q4 		$288K Buy
956
+51
+6% +$15.1K 0.05% 151
2021
Q3 		$239K Buy
+905
New +$237K 0.05% 159

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

IBEX Wealth Advisors's AMP Position: Q4 2025 in Review

IBEX Wealth Advisors sold out of Ameriprise Financial (AMP) in Q4 2025, closing a stake of 1,142 shares — an estimated $561K sold.

IBEX Wealth Advisors first reported a position in AMP in Q3 2021 and held it in 15 quarters. The position peaked at $2.8M in Q3 2024. 1,426 funds tracked by Wall St. Rank hold AMP as of Q4 2025.

  • IBEX Wealth Advisors reported no remaining Ameriprise Financial position as of Q4 2025 after selling out during the quarter.
  • IBEX Wealth Advisors sold 1,142 Ameriprise Financial shares in Q4 2025, an estimated $561K.
  • IBEX Wealth Advisors first reported a position in Ameriprise Financial in Q3 2021 and held it in 15 quarters.
  • IBEX Wealth Advisors's Ameriprise Financial position peaked at $2.8M in Q3 2024.
  • 1,426 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2025.

Based on IBEX Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.