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Legacy Wealth Management (Idaho)’s Ameriprise Financial AMP Stock Holding History

Legacy Wealth Management (Idaho)’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
Q2 		– Sell
-18
Closed -$8.85K – 751
2025
Q1 		$8.85K Buy
+18
New +$9.44K 0.01% 349

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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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s AMP Position: Q2 2025 in Review

Legacy Wealth Management (Idaho) sold out of Ameriprise Financial (AMP) in Q2 2025, closing a stake of 18 shares — an estimated $8.85K sold.

Legacy Wealth Management (Idaho) first reported a position in AMP in Q1 2025 and held it in 1 quarter. The position peaked at $8.85K in Q1 2025. 1,361 funds tracked by Wall St. Rank hold AMP as of Q2 2025.

  • Legacy Wealth Management (Idaho) reported no remaining Ameriprise Financial position as of Q2 2025 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 18 Ameriprise Financial shares in Q2 2025, an estimated $8.85K.
  • Legacy Wealth Management (Idaho) first reported a position in Ameriprise Financial in Q1 2025 and held it in 1 quarter.
  • Legacy Wealth Management (Idaho)'s Ameriprise Financial position peaked at $8.85K in Q1 2025.
  • 1,361 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2025, filed 6 Aug 2025.