Washington Trust’s Ameriprise Financial AMP Stock Holding History

Washington Trust’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	-150	Closed	-$72.6K	–	277
2025 Q1	$72.6K	Hold	150	–	–	﹤0.01%	362
2024 Q4	$79.9K	Hold	150	–	–	﹤0.01%	372
2024 Q3	$70.5K	Hold	150	–	–	﹤0.01%	400
2024 Q2	$64.1K	Hold	150	–	–	﹤0.01%	409
2024 Q1	$65.8K	Hold	150	–	–	﹤0.01%	420
2023 Q4	$57K	Buy	+150	New	+$51.4K	﹤0.01%	408
2021 Q4	–	Sell	-808	Closed	-$213K	–	937
2021 Q3	$213K	Hold	808	–	–	0.01%	305
2021 Q2	$201K	Hold	808	–	–	0.01%	305
2021 Q1	$188K	Buy	808 +250	+45%	+$54.1K	0.01%	306
2020 Q4	$108K	Buy	558 +298	+115%	+$53.3K	﹤0.01%	359
2020 Q3	$40K	Buy	260 +240	+1,200%	+$37K	﹤0.01%	486
2020 Q2	$3K	Buy	+20	New	+$2.56K	﹤0.01%	736
2018 Q3	–	Sell	-350	Closed	-$49K	–	259
2018 Q2	$49K	Buy	+350	New	+$49.6K	﹤0.01%	421

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Washington Trust's AMP Position: Q2 2025 in Review

Washington Trust sold out of Ameriprise Financial (AMP) in Q2 2025, closing a stake of 150 shares — an estimated $72.6K sold.

Washington Trust first reported a position in AMP in Q2 2018 and held it in 13 quarters. The position peaked at $213K in Q3 2021. 1,361 funds tracked by Wall St. Rank hold AMP as of Q2 2025.

Washington Trust reported no remaining Ameriprise Financial position as of Q2 2025 after selling out during the quarter.
Washington Trust sold 150 Ameriprise Financial shares in Q2 2025, an estimated $72.6K.
Washington Trust first reported a position in Ameriprise Financial in Q2 2018 and held it in 13 quarters.
Washington Trust's Ameriprise Financial position peaked at $213K in Q3 2021.
1,361 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2025.

Based on Washington Trust's 13F filing for Q2 2025, filed 8 Aug 2025.