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Schechter Investment Advisors’s Ameriprise Financial AMP Stock Holding History

Schechter Investment 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 		$598K Sell
1,234
-168
-12% -$88.1K 0.05% 328
2024
Q4 		$747K Sell
1,402
-49
-3% -$26.2K 0.06% 293
2024
Q3 		$682K Buy
1,451
+16
+1% +$6.94K 0.05% 329
2024
Q2 		$613K Sell
1,435
-106
-7% -$45.3K 0.05% 334
2024
Q1 		$676K Buy
1,541
+3
+0.2% +$1.2K 0.05% 326
2023
Q4 		$584K Sell
1,538
-32
-2% -$11K 0.05% 326
2023
Q3 		$518K Sell
1,570
-28
-2% -$9.56K 0.05% 334
2023
Q2 		$531K Sell
1,598
-76
-5% -$23.4K 0.05% 376
2023
Q1 		$513K Buy
1,674
+8
+0.5% +$2.62K 0.05% 403
2022
Q4 		$519K Sell
1,666
-48
-3% -$14.6K 0.05% 493
2022
Q3 		$432K Buy
1,714
+12
+0.7% +$3.16K 0.04% 555
2022
Q2 		$404K Sell
1,702
-970
-36% -$260K 0.04% 595
2022
Q1 		$802K Sell
2,672
-264
-9% -$79.9K 0.07% 384
2021
Q4 		$885K Buy
+2,936
New +$868K 0.08% 349

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

Schechter Investment Advisors's AMP Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Ameriprise Financial (AMP) stake by 12% in Q1 2025, selling an estimated $88.1K and leaving 1,234 shares worth $598K. The position accounts for 0.05% of the portfolio, ranked #328.

Schechter Investment Advisors first reported a position in AMP in Q4 2021 and has held it in 14 quarters since. The position peaked at $885K in Q4 2021. 1,366 funds tracked by Wall St. Rank hold AMP as of Q1 2025.

  • Schechter Investment Advisors held 1,234 shares of Ameriprise Financial worth $598K as of Q1 2025.
  • Schechter Investment Advisors sold 168 Ameriprise Financial shares in Q1 2025, an estimated $88.1K.
  • Ameriprise Financial made up 0.05% of Schechter Investment Advisors's portfolio in Q1 2025, its #328 holding.
  • Schechter Investment Advisors first reported a position in Ameriprise Financial in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Ameriprise Financial position peaked at $885K in Q4 2021.
  • 1,366 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.