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Waldron Private Wealth’s Ameriprise Financial AMP Stock Holding History

Waldron Private Wealth’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
-794
Closed -$423K – 301
2024
Q4 		$423K Buy
794
+6
+0.8% +$3.2K 0.02% 276
2024
Q3 		$370K Sell
788
-31
-4% -$13.4K 0.02% 298
2024
Q2 		$350K Buy
819
+15
+2% +$6.41K 0.02% 287
2024
Q1 		$353K Buy
804
+5
+0.6% +$2K 0.02% 285
2023
Q4 		$303K Sell
799
-42
-5% -$14.4K 0.01% 306
2023
Q3 		$277K Buy
841
+26
+3% +$8.87K 0.01% 301
2023
Q2 		$271K Sell
815
-72
-8% -$22.1K 0.01% 304
2023
Q1 		$272K Buy
887
+11
+1% +$3.6K 0.01% 339
2022
Q4 		$220K Hold
876
– – 0.01% 341
2022
Q3 		$220K Buy
876
+20
+2% +$5.26K 0.01% 343
2022
Q2 		$203K Buy
856
+37
+5% +$9.91K 0.01% 362
2022
Q1 		$245K Buy
819
+34
+4% +$10.3K 0.01% 353
2021
Q4 		$236K Hold
785
– – 0.01% 342
2021
Q3 		$207K Buy
+785
New +$205K 0.01% 340

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Waldron Private Wealth's AMP Position: Q1 2025 in Review

Waldron Private Wealth sold out of Ameriprise Financial (AMP) in Q1 2025, closing a stake of 794 shares — an estimated $423K sold.

Waldron Private Wealth first reported a position in AMP in Q3 2021 and held it in 14 quarters. The position peaked at $423K in Q4 2024. 1,366 funds tracked by Wall St. Rank hold AMP as of Q1 2025.

  • Waldron Private Wealth reported no remaining Ameriprise Financial position as of Q1 2025 after selling out during the quarter.
  • Waldron Private Wealth sold 794 Ameriprise Financial shares in Q1 2025, an estimated $423K.
  • Waldron Private Wealth first reported a position in Ameriprise Financial in Q3 2021 and held it in 14 quarters.
  • Waldron Private Wealth's Ameriprise Financial position peaked at $423K in Q4 2024.
  • 1,366 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2025.

Based on Waldron Private Wealth's 13F filing for Q1 2025, filed 8 May 2025.