Valtinson Bruner Financial Planning’s Ameriprise Financial AMP Stock Holding History

Valtinson Bruner Financial Planning’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	-708	Closed	-$377K	–	146
2024 Q4	$377K	Hold	708	–	–	0.13%	97
2024 Q3	$333K	Hold	708	–	–	0.12%	101
2024 Q2	$302K	Sell	708 -400	-36%	-$171K	0.12%	98
2024 Q1	$486K	Sell	1,108 -200	-15%	-$80.1K	0.21%	76
2023 Q4	$497K	Hold	1,308	–	–	0.26%	75
2023 Q3	$431K	Hold	1,308	–	–	0.24%	78
2023 Q2	$434K	Sell	1,308 -5	-0.4%	-$1.54K	0.23%	79
2023 Q1	$402K	Hold	1,313	–	–	0.23%	79
2022 Q4	$431K	Buy	1,313 +18	+1%	+$5.49K	0.25%	73
2022 Q3	$326K	Hold	1,295	–	–	0.2%	76
2022 Q2	$308K	Buy	+1,295	New	+$347K	0.19%	76

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Valtinson Bruner Financial Planning's AMP Position: Q1 2025 in Review

Valtinson Bruner Financial Planning sold out of Ameriprise Financial (AMP) in Q1 2025, closing a stake of 708 shares — an estimated $377K sold.

Valtinson Bruner Financial Planning first reported a position in AMP in Q2 2022 and held it in 11 quarters. The position peaked at $497K in Q4 2023. 1,366 funds tracked by Wall St. Rank hold AMP as of Q1 2025.

Valtinson Bruner Financial Planning reported no remaining Ameriprise Financial position as of Q1 2025 after selling out during the quarter.
Valtinson Bruner Financial Planning sold 708 Ameriprise Financial shares in Q1 2025, an estimated $377K.
Valtinson Bruner Financial Planning first reported a position in Ameriprise Financial in Q2 2022 and held it in 11 quarters.
Valtinson Bruner Financial Planning's Ameriprise Financial position peaked at $497K in Q4 2023.
1,366 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2025.

Based on Valtinson Bruner Financial Planning's 13F filing for Q1 2025, filed 14 May 2025.