TCI Wealth Advisors’s Ameriprise Financial AMP Stock Holding History

TCI 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 Q4	–	Sell	-467	Closed	-$229K	–	255
2025 Q3	$229K	Hold	467	–	–	0.01%	229
2025 Q2	$249K	Sell	467 -5	-1%	-$2.47K	0.02%	206
2025 Q1	$229K	Buy	472 +3	+0.6%	+$1.57K	0.02%	204
2024 Q4	$250K	Hold	469	–	–	0.02%	195
2024 Q3	$220K	Buy	+469	New	+$203K	0.02%	218
2023 Q2	–	Sell	-451	Closed	-$138K	–	303
2023 Q1	$138K	Buy	451 +119	+36%	+$39K	0.02%	231
2022 Q4	$103K	Hold	332	–	–	0.01%	257
2022 Q3	$84K	Sell	332 -45	-12%	-$11.8K	0.01%	271
2022 Q2	$90K	Sell	377 -53	-12%	-$14.2K	0.01%	263
2022 Q1	$129K	Buy	430 +52	+14%	+$15.7K	0.02%	224
2021 Q4	$114K	Sell	378 -40	-10%	-$11.8K	0.02%	249
2021 Q3	$110K	Buy	418 +54	+15%	+$14.1K	0.02%	265
2021 Q2	$91K	Buy	364 +5	+1%	+$1.26K	0.02%	294
2021 Q1	$83K	Buy	359 +26	+8%	+$5.62K	0.04%	270
2020 Q4	$65K	Hold	333	–	–	0.03%	292
2020 Q3	$51K	Hold	333	–	–	0.02%	308
2020 Q2	$50K	Sell	333 -97	-23%	-$12.4K	0.02%	307
2020 Q1	$44K	Buy	430 +97	+29%	+$14.4K	0.02%	331
2019 Q4	$55K	Hold	333	–	–	0.02%	360
2019 Q3	$49K	Buy	333 +3	+0.9%	+$420	0.02%	333
2019 Q2	$48K	Hold	330	–	–	0.02%	317
2019 Q1	$42K	Sell	330 -29	-8%	-$3.6K	0.02%	365
2018 Q4	$37K	Sell	359 -3	-0.8%	-$377	0.02%	365
2018 Q3	$53K	Buy	362 +3	+0.8%	+$429	0.02%	328
2018 Q2	$50K	Hold	359	–	–	0.02%	316
2018 Q1	$53K	Hold	359	–	–	0.02%	320
2017 Q4	$61K	Hold	359	–	–	0.03%	308
2017 Q3	$53K	Hold	359	–	–	0.03%	302
2017 Q2	$46K	Buy	359 +29	+9%	+$3.68K	0.02%	317
2017 Q1	$43K	Hold	330	–	–	0.02%	323
2016 Q4	$37K	Hold	330	–	–	0.02%	372
2016 Q3	$33K	Hold	330	–	–	0.02%	353
2016 Q2	$30K	Sell	330 -479	-59%	-$46.3K	0.02%	357
2016 Q1	$76K	Sell	809 -1,171	-59%	-$105K	0.04%	235
2015 Q4	$211K	Buy	1,980 +430	+28%	+$48.1K	0.12%	130
2015 Q3	$169K	Buy	1,550 +1,030	+198%	+$121K	0.1%	140
2015 Q2	$65K	Buy	520 +190	+58%	+$24.2K	0.04%	247
2015 Q1	$43K	Hold	330	–	–	0.03%	251
2014 Q4	$44K	Buy	330 +90	+38%	+$11.4K	0.03%	257
2014 Q3	$30K	Hold	240	–	–	0.02%	280
2014 Q2	$29K	Hold	240	–	–	0.02%	303
2014 Q1	$26K	Hold	240	–	–	0.02%	298
2013 Q4	$28K	Hold	240	–	–	0.02%	312
2013 Q3	$22K	Hold	240	–	–	0.02%	285
2013 Q2	$19K	Buy	+240	New	+$18.7K	0.01%	306

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

TCI Wealth Advisors's AMP Position: Q4 2025 in Review

TCI Wealth Advisors sold out of Ameriprise Financial (AMP) in Q4 2025, closing a stake of 467 shares — an estimated $229K sold.

TCI Wealth Advisors first reported a position in AMP in Q2 2013 and held it in 45 quarters. The position peaked at $250K in Q4 2024. 1,425 funds tracked by Wall St. Rank hold AMP as of Q4 2025.

TCI Wealth Advisors reported no remaining Ameriprise Financial position as of Q4 2025 after selling out during the quarter.
TCI Wealth Advisors sold 467 Ameriprise Financial shares in Q4 2025, an estimated $229K.
TCI Wealth Advisors first reported a position in Ameriprise Financial in Q2 2013 and held it in 45 quarters.
TCI Wealth Advisors's Ameriprise Financial position peaked at $250K in Q4 2024.
1,425 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2025.

Based on TCI Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.