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Navellier & Associates’s Ameriprise Financial AMP Stock Holding History

Navellier & Associates’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
-394
Closed -$210K – 306
2024
Q4 		$210K Sell
394
-221
-36% -$118K 0.03% 312
2024
Q3 		$289K Hold
615
– – 0.04% 281
2024
Q2 		$263K Hold
615
– – 0.03% 298
2024
Q1 		$270K Hold
615
– – 0.03% 294
2023
Q4 		$234K Sell
615
-7
-1% -$2.4K 0.04% 295
2023
Q3 		$205K Buy
+622
New +$212K 0.04% 298

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

Navellier & Associates's AMP Position: Q1 2025 in Review

Navellier & Associates sold out of Ameriprise Financial (AMP) in Q1 2025, closing a stake of 394 shares — an estimated $210K sold.

Navellier & Associates first reported a position in AMP in Q3 2023 and held it in 6 quarters. The position peaked at $289K in Q3 2024. 1,366 funds tracked by Wall St. Rank hold AMP as of Q1 2025.

  • Navellier & Associates reported no remaining Ameriprise Financial position as of Q1 2025 after selling out during the quarter.
  • Navellier & Associates sold 394 Ameriprise Financial shares in Q1 2025, an estimated $210K.
  • Navellier & Associates first reported a position in Ameriprise Financial in Q3 2023 and held it in 6 quarters.
  • Navellier & Associates's Ameriprise Financial position peaked at $289K in Q3 2024.
  • 1,366 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2025.

Based on Navellier & Associates's 13F filing for Q1 2025, filed 6 May 2025.