NWAM LLC’s Ameriprise Financial AMP Stock Holding History

NWAM LLC’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	-453	Closed	-$219K	–	616
2025 Q1	$219K	Sell	453 -25	-5%	-$13.1K	0.02%	469
2024 Q4	$255K	Sell	478 -24	-5%	-$12.8K	0.02%	515
2024 Q3	$236K	Sell	502 -21	-4%	-$9.11K	0.01%	551
2024 Q2	$223K	Buy	523 +3	+0.6%	+$1.28K	0.07%	139
2024 Q1	$221K	Sell	520 -49	-9%	-$19.6K	0.02%	516
2023 Q4	$216K	Buy	+569	New	+$195K	0.02%	511
2023 Q3	–	Sell	-625	Closed	-$208K	–	501
2023 Q2	$208K	Buy	+625	New	+$192K	0.02%	501

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

NWAM LLC's AMP Position: Q2 2025 in Review

NWAM LLC sold out of Ameriprise Financial (AMP) in Q2 2025, closing a stake of 453 shares — an estimated $219K sold.

NWAM LLC first reported a position in AMP in Q2 2023 and held it in 7 quarters. The position peaked at $255K in Q4 2024. 1,361 funds tracked by Wall St. Rank hold AMP as of Q2 2025.

NWAM LLC reported no remaining Ameriprise Financial position as of Q2 2025 after selling out during the quarter.
NWAM LLC sold 453 Ameriprise Financial shares in Q2 2025, an estimated $219K.
NWAM LLC first reported a position in Ameriprise Financial in Q2 2023 and held it in 7 quarters.
NWAM LLC's Ameriprise Financial position peaked at $255K in Q4 2024.
1,361 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2025.

Based on NWAM LLC's 13F filing for Q2 2025, filed 7 Aug 2025.