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Laurel Wealth Advisors (North Carolina)’s Ameriprise Financial AMP Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
2026
Q1 		– Sell
-163
Closed -$79.9K – 215
2025
Q4 		$79.9K Buy
+163
New +$77.4K 0.01% 278
2025
Q2 		– Sell
-177
Closed -$85.7K – 214
2025
Q1 		$85.7K Buy
177
+1
+0.6% +$524 0.01% 252
2024
Q4 		$93.7K Hold
176
– – 0.01% 246
2024
Q3 		$82.7K Hold
176
– – 0.01% 258
2024
Q2 		$75.2K Sell
176
-33
-16% -$14.1K 0.01% 258
2024
Q1 		$91.6K Hold
209
– – 0.02% 245
2023
Q4 		$79.4K Hold
209
– – 0.02% 246
2023
Q3 		$68.9K Sell
209
-46
-18% -$15.7K 0.01% 251
2023
Q2 		$84.7K Hold
255
– – 0.02% 241
2023
Q1 		$78.2K Hold
255
– – 0.02% 247
2022
Q4 		$79.4K Sell
255
-10
-4% -$3.05K 0.02% 225
2022
Q3 		$67K Hold
265
– – 0.02% 235
2022
Q2 		$63K Hold
265
– – 0.02% 240
2022
Q1 		$80K Hold
265
– – 0.02% 239
2021
Q4 		$80K Hold
265
– – 0.02% 237
2021
Q3 		$70K Hold
265
– – 0.02% 244
2021
Q2 		$66K Sell
265
-25
-9% -$6.3K 0.01% 254
2021
Q1 		$67K Hold
290
– – 0.02% 243
2020
Q4 		$56K Hold
290
– – 0.01% 251
2020
Q3 		$45K Hold
290
– – 0.01% 246
2020
Q2 		$44K Hold
290
– – 0.01% 244
2020
Q1 		$30K Hold
290
– – 0.01% 260
2019
Q4 		$48K Hold
290
– – 0.02% 244
2019
Q3 		$43K Hold
290
– – 0.01% 248
2019
Q2 		$42K Hold
290
– – 0.01% 251
2019
Q1 		$37K Hold
290
– – 0.01% 261
2018
Q4 		$30K Buy
+290
New +$36.4K 0.01% 260

Other funds holding AMP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s AMP Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Ameriprise Financial (AMP) in Q1 2026, closing a stake of 163 shares — an estimated $79.9K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in AMP in Q4 2018 and held it in 27 quarters. The position peaked at $93.7K in Q4 2024. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Ameriprise Financial position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 163 Ameriprise Financial shares in Q1 2026, an estimated $79.9K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Ameriprise Financial in Q4 2018 and held it in 27 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Ameriprise Financial position peaked at $93.7K in Q4 2024.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.