Simon Quick Advisors’s Ameriprise Financial AMP Stock Holding History

Simon Quick 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 Q2	–	Sell	-549	Closed	-$266K	–	374
2025 Q1	$266K	Buy	549 +39	+8%	+$20.5K	0.02%	470
2024 Q4	$272K	Buy	510 +43	+9%	+$22.9K	0.02%	371
2024 Q3	$219K	Buy	+467	New	+$203K	0.01%	385
2018 Q1	–	Sell	-251	Closed	-$42K	–	312
2017 Q4	$42K	Buy	+251	New	+$40.2K	0.02%	242

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 $3.37T AUM 44.26% 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

Norges Bank Oslo, Norway $1T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Simon Quick Advisors's AMP Position: Q2 2025 in Review

Simon Quick Advisors sold out of Ameriprise Financial (AMP) in Q2 2025, closing a stake of 549 shares — an estimated $266K sold.

Simon Quick Advisors first reported a position in AMP in Q4 2017 and held it in 4 quarters. The position peaked at $272K in Q4 2024. 1,364 funds tracked by Wall St. Rank hold AMP as of Q2 2025.

Simon Quick Advisors reported no remaining Ameriprise Financial position as of Q2 2025 after selling out during the quarter.
Simon Quick Advisors sold 549 Ameriprise Financial shares in Q2 2025, an estimated $266K.
Simon Quick Advisors first reported a position in Ameriprise Financial in Q4 2017 and held it in 4 quarters.
Simon Quick Advisors's Ameriprise Financial position peaked at $272K in Q4 2024.
1,364 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2025.

Based on Simon Quick Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.