Sierra Ocean’s Ameriprise Financial AMP Stock Holding History

Sierra Ocean’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 Q3	–	Sell	-42	Closed	-$22.5K	–	101
2025 Q2	$22.5K	Hold	42	–	–	0.02%	304
2025 Q1	$20.4K	Hold	42	–	–	0.02%	297
2024 Q4	$22.4K	Buy	+42	New	+$22.4K	0.02%	281

Other funds holding AMP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sierra Ocean's AMP Position: Q3 2025 in Review

Sierra Ocean sold out of Ameriprise Financial (AMP) in Q3 2025, closing a stake of 42 shares — an estimated $22.5K sold.

Sierra Ocean first reported a position in AMP in Q4 2024 and held it in 3 quarters. The position peaked at $22.5K in Q2 2025. 1,364 funds tracked by Wall St. Rank hold AMP as of Q3 2025.

Sierra Ocean reported no remaining Ameriprise Financial position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 42 Ameriprise Financial shares in Q3 2025, an estimated $22.5K.
Sierra Ocean first reported a position in Ameriprise Financial in Q4 2024 and held it in 3 quarters.
Sierra Ocean's Ameriprise Financial position peaked at $22.5K in Q2 2025.
1,364 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.