Trustmark National Bank Trust Department’s Ameriprise Financial AMP Stock Holding History

Trustmark National Bank Trust Department’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	–	Sell	-653	Closed	-$348K	–	290
2024 Q4	$348K	Buy	+653	New	+$348K	0.03%	232
2019 Q3	–	Sell	-21	Closed	-$3K	–	246
2019 Q2	$3K	Hold	21	–	–	﹤0.01%	495
2019 Q1	$3K	Hold	21	–	–	﹤0.01%	507
2018 Q4	$2K	Sell	21 -250	-92%	-$31.4K	﹤0.01%	509
2018 Q3	$40K	Buy	+271	New	+$38.8K	﹤0.01%	386

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

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

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

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Trustmark National Bank Trust Department's AMP Position: Q1 2025 in Review

Trustmark National Bank Trust Department sold out of Ameriprise Financial (AMP) in Q1 2025, closing a stake of 653 shares — an estimated $348K sold.

Trustmark National Bank Trust Department first reported a position in AMP in Q3 2018 and held it in 5 quarters. The position peaked at $348K in Q4 2024. 1,370 funds tracked by Wall St. Rank hold AMP as of Q1 2025.

Trustmark National Bank Trust Department reported no remaining Ameriprise Financial position as of Q1 2025 after selling out during the quarter.
Trustmark National Bank Trust Department sold 653 Ameriprise Financial shares in Q1 2025, an estimated $348K.
Trustmark National Bank Trust Department first reported a position in Ameriprise Financial in Q3 2018 and held it in 5 quarters.
Trustmark National Bank Trust Department's Ameriprise Financial position peaked at $348K in Q4 2024.
1,370 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2025.

Based on Trustmark National Bank Trust Department's 13F filing for Q1 2025, filed 12 May 2025.