Lee, Danner & Bass’s Ameriprise Financial AMP Stock Holding History

Lee, Danner & Bass’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	-271	Closed	-$144K	–	241
2024 Q4	$144K	Buy	+271	New	+$145K	0.01%	242

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

Lee, Danner & Bass's AMP Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Ameriprise Financial (AMP) in Q1 2025, closing a stake of 271 shares — an estimated $144K sold.

Lee, Danner & Bass first reported a position in AMP in Q4 2024 and held it in 1 quarter. The position peaked at $144K in Q4 2024. 1,366 funds tracked by Wall St. Rank hold AMP as of Q1 2025.

Lee, Danner & Bass reported no remaining Ameriprise Financial position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 271 Ameriprise Financial shares in Q1 2025, an estimated $144K.
Lee, Danner & Bass first reported a position in Ameriprise Financial in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's Ameriprise Financial position peaked at $144K in Q4 2024.
1,366 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.