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Mattson Financial Services’s Ameriprise Financial AMP Stock Holding History

Mattson Financial Services’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
-1,910
Closed -$897K – 334
2024
Q4 		$897K Sell
1,910
-912
-32% -$487K 0.29% 110
2024
Q3 		$1.21M Sell
2,822
-21
-0.7% -$9.11K 0.43% 83
2024
Q2 		$1.21M Buy
+2,843
New +$1.21M 0.43% 83

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Mattson Financial Services's AMP Position: Q1 2025 in Review

Mattson Financial Services sold out of Ameriprise Financial (AMP) in Q1 2025, closing a stake of 1,910 shares — an estimated $897K sold.

Mattson Financial Services first reported a position in AMP in Q2 2024 and held it in 3 quarters. The position peaked at $1.21M in Q2 2024. 1,366 funds tracked by Wall St. Rank hold AMP as of Q1 2025.

  • Mattson Financial Services reported no remaining Ameriprise Financial position as of Q1 2025 after selling out during the quarter.
  • Mattson Financial Services sold 1,910 Ameriprise Financial shares in Q1 2025, an estimated $897K.
  • Mattson Financial Services first reported a position in Ameriprise Financial in Q2 2024 and held it in 3 quarters.
  • Mattson Financial Services's Ameriprise Financial position peaked at $1.21M in Q2 2024.
  • 1,366 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2025.

Based on Mattson Financial Services's 13F filing for Q1 2025, filed 22 May 2025.