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Orrstown Financial Services’s Ameriprise Financial AMP Stock Holding History

Orrstown 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
-430
Closed -$229K – 131
2024
Q4 		$229K Buy
430
+2
+0.5% +$1.07K 0.06% 128
2024
Q3 		$201K Buy
+428
New +$186K 0.06% 140
2019
Q3 		– Sell
-17
Closed -$2K – 224
2019
Q2 		$2K Hold
17
– – ﹤0.01% 207
2019
Q1 		$2K Sell
17
-100
-85% -$12.4K ﹤0.01% 212
2018
Q4 		$12K Hold
117
– – 0.02% 161
2018
Q3 		$17K Sell
117
-640
-85% -$91.6K 0.02% 157
2018
Q2 		$106K Hold
757
– – 0.13% 104
2018
Q1 		$112K Sell
757
-13
-2% -$2.12K 0.13% 106
2017
Q4 		$130K Sell
770
-15
-2% -$2.4K 0.15% 97
2017
Q3 		$117K Buy
785
+25
+3% +$3.49K 0.13% 105
2017
Q2 		$97K Hold
760
– – 0.11% 111
2017
Q1 		$99K Buy
760
+495
+187% +$61.3K 0.1% 112
2016
Q4 		$30K Buy
265
+80
+43% +$8.45K 0.03% 158
2016
Q3 		$18K Buy
185
+60
+48% +$5.81K 0.02% 172
2016
Q2 		$11K Buy
+125
New +$12.1K 0.01% 178
2016
Q1 		– Sell
-40
Closed -$4K – 203
2015
Q4 		$4K Sell
40
-60
-60% -$6.71K ﹤0.01% 204
2015
Q3 		$11K Buy
100
+40
+67% +$4.72K 0.01% 153
2015
Q2 		$7K Buy
+60
New +$7.65K 0.01% 166

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Orrstown Financial Services sold out of Ameriprise Financial (AMP) in Q1 2025, closing a stake of 430 shares — an estimated $229K sold.

Orrstown Financial Services first reported a position in AMP in Q2 2015 and held it in 18 quarters. The position peaked at $229K in Q4 2024. 1,370 funds tracked by Wall St. Rank hold AMP as of Q1 2025.

  • Orrstown Financial Services reported no remaining Ameriprise Financial position as of Q1 2025 after selling out during the quarter.
  • Orrstown Financial Services sold 430 Ameriprise Financial shares in Q1 2025, an estimated $229K.
  • Orrstown Financial Services first reported a position in Ameriprise Financial in Q2 2015 and held it in 18 quarters.
  • Orrstown Financial Services's Ameriprise Financial position peaked at $229K in Q4 2024.
  • 1,370 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2025.

Based on Orrstown Financial Services's 13F filing for Q1 2025, filed 14 Apr 2025.