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INVST’s Ameriprise Financial AMP Stock Holding History

INVST’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
-1,073
Closed -$571K – 278
2024
Q4 		$571K Buy
1,073
+1
+0.1% +$534 0.07% 162
2024
Q3 		$504K Sell
1,072
-5
-0.5% -$2.17K 0.06% 178
2024
Q2 		$459K Buy
1,077
+6
+0.6% +$2.56K 0.05% 177
2024
Q1 		$466K Sell
1,071
-75
-7% -$30K 0.06% 153
2023
Q4 		$445K Sell
1,146
-31
-3% -$10.6K 0.06% 152
2023
Q3 		$388K Buy
1,177
+50
+4% +$17.1K 0.06% 152
2023
Q2 		$374K Buy
1,127
+13
+1% +$4K 0.05% 145
2023
Q1 		$337K Sell
1,114
-1,993
-64% -$653K 0.05% 137
2022
Q4 		$1.09M Sell
3,107
-322
-9% -$98.2K 0.17% 77
2022
Q3 		$936K Buy
3,429
+94
+3% +$24.7K 0.16% 78
2022
Q2 		$937K Buy
3,335
+134
+4% +$35.9K 0.15% 83
2022
Q1 		$831K Buy
3,201
+173
+6% +$52.3K 0.14% 80
2021
Q4 		$883K Sell
3,028
-158
-5% -$46.7K 0.14% 78
2021
Q3 		$841K Buy
3,186
+41
+1% +$10.7K 0.13% 79
2021
Q2 		$776K Buy
3,145
+242
+8% +$61K 0.13% 84
2021
Q1 		$750K Buy
2,903
+65
+2% +$14.1K 0.13% 86
2020
Q4 		$552K Buy
2,838
+469
+20% +$83.9K 0.1% 94
2020
Q3 		$368K Buy
2,369
+34
+1% +$5.24K 0.09% 98
2020
Q2 		$341K Buy
+2,335
New +$299K 0.1% 92

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

INVST's AMP Position: Q1 2025 in Review

INVST sold out of Ameriprise Financial (AMP) in Q1 2025, closing a stake of 1,073 shares — an estimated $571K sold.

INVST first reported a position in AMP in Q2 2020 and held it in 19 quarters. The position peaked at $1.09M in Q4 2022. 1,366 funds tracked by Wall St. Rank hold AMP as of Q1 2025.

  • INVST reported no remaining Ameriprise Financial position as of Q1 2025 after selling out during the quarter.
  • INVST sold 1,073 Ameriprise Financial shares in Q1 2025, an estimated $571K.
  • INVST first reported a position in Ameriprise Financial in Q2 2020 and held it in 19 quarters.
  • INVST's Ameriprise Financial position peaked at $1.09M in Q4 2022.
  • 1,366 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2025.

Based on INVST's 13F filing for Q1 2025, filed 3 Jun 2025.