Venturi Wealth Management’s Ameriprise Financial AMP Stock Holding History

Venturi Wealth 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 Q1	–	Sell	-196	Closed	-$104K	–	621
2024 Q4	$104K	Buy	196 +2	+1%	+$1.07K	0.01%	757
2024 Q3	$91.1K	Sell	194 -7	-3%	-$3.04K	﹤0.01%	590
2024 Q2	$85.9K	Buy	201 +175	+673%	+$74.8K	0.01%	533
2024 Q1	$11.4K	Sell	26 -15	-37%	-$6.01K	﹤0.01%	902
2023 Q4	$15.6K	Buy	41 +31	+310%	+$10.6K	﹤0.01%	771
2023 Q3	$3.3K	Buy	10 +8	+400%	+$2.73K	﹤0.01%	1072
2023 Q2	$665	Buy	+2	New	+$615	﹤0.01%	1052

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

Venturi Wealth Management's AMP Position: Q1 2025 in Review

Venturi Wealth Management sold out of Ameriprise Financial (AMP) in Q1 2025, closing a stake of 196 shares — an estimated $104K sold.

Venturi Wealth Management first reported a position in AMP in Q2 2023 and held it in 7 quarters. The position peaked at $104K in Q4 2024. 1,366 funds tracked by Wall St. Rank hold AMP as of Q1 2025.

Venturi Wealth Management reported no remaining Ameriprise Financial position as of Q1 2025 after selling out during the quarter.
Venturi Wealth Management sold 196 Ameriprise Financial shares in Q1 2025, an estimated $104K.
Venturi Wealth Management first reported a position in Ameriprise Financial in Q2 2023 and held it in 7 quarters.
Venturi Wealth Management's Ameriprise Financial position peaked at $104K in Q4 2024.
1,366 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.