Marcum Wealth’s Ameriprise Financial AMP Stock Holding History

Marcum Wealth’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	$259K	Sell	536 -7	-1%	-$3.67K	0.02%	315
2024 Q4	$289K	Sell	543 -16	-3%	-$8.54K	0.03%	287
2024 Q3	$263K	Sell	559 -6	-1%	-$2.6K	0.02%	309
2024 Q2	$241K	Buy	565 +39	+7%	+$16.7K	0.02%	310
2024 Q1	$231K	Sell	526 -6	-1%	-$2.4K	0.02%	314
2023 Q4	$202K	Buy	+532	New	+$182K	0.02%	336
2022 Q2	–	Sell	-737	Closed	-$221K	–	383
2022 Q1	$221K	Buy	737 +29	+4%	+$8.77K	0.03%	301
2021 Q4	$214K	Buy	+708	New	+$209K	0.03%	315

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

Marcum Wealth's AMP Position: Q1 2025 in Review

Marcum Wealth reduced its Ameriprise Financial (AMP) stake by 1.3% in Q1 2025, selling an estimated $3.67K and leaving 536 shares worth $259K. The position accounts for 0.02% of the portfolio, ranked #315.

Marcum Wealth first reported a position in AMP in Q4 2021 and has held it in 8 quarters since. The position peaked at $289K in Q4 2024. 1,367 funds tracked by Wall St. Rank hold AMP as of Q1 2025.

Marcum Wealth held 536 shares of Ameriprise Financial worth $259K as of Q1 2025.
Marcum Wealth sold 7 Ameriprise Financial shares in Q1 2025, an estimated $3.67K.
Ameriprise Financial made up 0.02% of Marcum Wealth's portfolio in Q1 2025, its #315 holding.
Marcum Wealth first reported a position in Ameriprise Financial in Q4 2021 and has held it in 8 quarters since.
Marcum Wealth's Ameriprise Financial position peaked at $289K in Q4 2024.
1,367 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.