Ruedi Wealth Management’s Ameriprise Financial AMP Stock Holding History

Ruedi Wealth Management’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	-2	Closed	-$968	–	73
2025 Q1	$968	Hold	2	–	–	﹤0.01%	292
2024 Q4	$1.06K	Hold	2	–	–	﹤0.01%	293
2024 Q3	$940	Sell	2 -3	-60%	-$1.3K	﹤0.01%	303
2024 Q2	$2.14K	Buy	+5	New	+$2.14K	﹤0.01%	322

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

Ruedi Wealth Management's AMP Position: Q2 2025 in Review

Ruedi Wealth Management sold out of Ameriprise Financial (AMP) in Q2 2025, closing a stake of 2 shares — an estimated $968 sold.

Ruedi Wealth Management first reported a position in AMP in Q2 2024 and held it in 4 quarters. The position peaked at $2.14K in Q2 2024. 1,361 funds tracked by Wall St. Rank hold AMP as of Q2 2025.

Ruedi Wealth Management reported no remaining Ameriprise Financial position as of Q2 2025 after selling out during the quarter.
Ruedi Wealth Management sold 2 Ameriprise Financial shares in Q2 2025, an estimated $968.
Ruedi Wealth Management first reported a position in Ameriprise Financial in Q2 2024 and held it in 4 quarters.
Ruedi Wealth Management's Ameriprise Financial position peaked at $2.14K in Q2 2024.
1,361 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.