Kapitalo Investimentos’s Ameriprise Financial AMP Stock Holding History

Kapitalo Investimentos’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	-193	Closed	-$103K	–	94
2024 Q4	$103K	Buy	+193	New	+$103K	0.07%	158
2024 Q1	–	Sell	-4	Closed	-$1.52K	–	282
2023 Q4	$1.52K	Buy	+4	New	+$1.37K	﹤0.01%	520
2023 Q2	–	Sell	-906	Closed	-$278K	–	479
2023 Q1	$278K	Buy	+906	New	+$297K	0.09%	95

Other funds holding AMP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Kapitalo Investimentos's AMP Position: Q1 2025 in Review

Kapitalo Investimentos sold out of Ameriprise Financial (AMP) in Q1 2025, closing a stake of 193 shares — an estimated $103K sold.

Kapitalo Investimentos first reported a position in AMP in Q1 2023 and held it in 3 quarters. The position peaked at $278K in Q1 2023. 1,366 funds tracked by Wall St. Rank hold AMP as of Q1 2025.

Kapitalo Investimentos reported no remaining Ameriprise Financial position as of Q1 2025 after selling out during the quarter.
Kapitalo Investimentos sold 193 Ameriprise Financial shares in Q1 2025, an estimated $103K.
Kapitalo Investimentos first reported a position in Ameriprise Financial in Q1 2023 and held it in 3 quarters.
Kapitalo Investimentos's Ameriprise Financial position peaked at $278K in Q1 2023.
1,366 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2025.

Based on Kapitalo Investimentos's 13F filing for Q1 2025, filed 7 May 2025.