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Pacific Capital Wealth Advisors’s Ameriprise Financial AMP Stock Holding History

Pacific Capital Wealth Advisors’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
-135
Closed -$71.9K – 102
2024
Q4 		$71.9K Hold
135
– – 0.01% 126
2024
Q3 		$63.4K Hold
135
– – 0.01% 142
2024
Q2 		$57.7K Sell
135
-8
-6% -$3.42K 0.01% 142
2024
Q1 		$62.7K Buy
143
+8
+6% +$3.2K 0.01% 124
2023
Q4 		$51.3K Buy
+135
New +$46.3K 0.01% 131

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

Pacific Capital Wealth Advisors's AMP Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Ameriprise Financial (AMP) in Q1 2025, closing a stake of 135 shares — an estimated $71.9K sold.

Pacific Capital Wealth Advisors first reported a position in AMP in Q4 2023 and held it in 5 quarters. The position peaked at $71.9K in Q4 2024. 1,366 funds tracked by Wall St. Rank hold AMP as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Ameriprise Financial position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 135 Ameriprise Financial shares in Q1 2025, an estimated $71.9K.
  • Pacific Capital Wealth Advisors first reported a position in Ameriprise Financial in Q4 2023 and held it in 5 quarters.
  • Pacific Capital Wealth Advisors's Ameriprise Financial position peaked at $71.9K in Q4 2024.
  • 1,366 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.