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TruNorth Capital Management’s Ameriprise Financial AMP Stock Holding History

TruNorth Capital 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
-50
Closed -$24.2K – 359
2025
Q1 		$24.2K Buy
+50
New +$26.2K 0.01% 285

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Geode Capital Management
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Aristotle Capital Management
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Morgan Stanley
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Norges Bank
Norges Bank Oslo, Norway $935B AUM
UBS Group
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TruNorth Capital Management's AMP Position: Q2 2025 in Review

TruNorth Capital Management sold out of Ameriprise Financial (AMP) in Q2 2025, closing a stake of 50 shares — an estimated $24.2K sold.

TruNorth Capital Management first reported a position in AMP in Q1 2025 and held it in 1 quarter. The position peaked at $24.2K in Q1 2025. 1,361 funds tracked by Wall St. Rank hold AMP as of Q2 2025.

  • TruNorth Capital Management reported no remaining Ameriprise Financial position as of Q2 2025 after selling out during the quarter.
  • TruNorth Capital Management sold 50 Ameriprise Financial shares in Q2 2025, an estimated $24.2K.
  • TruNorth Capital Management first reported a position in Ameriprise Financial in Q1 2025 and held it in 1 quarter.
  • TruNorth Capital Management's Ameriprise Financial position peaked at $24.2K in Q1 2025.
  • 1,361 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2025.

Based on TruNorth Capital Management's 13F filing for Q2 2025, filed 18 Jul 2025.