West Coast Financial’s Ameriprise Financial AMP Stock Holding History

West Coast Financial’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	-1,409	Closed	-$682K	–	9
2025 Q1	$682K	Hold	1,409	–	–	0.08%	89
2024 Q4	$750K	Sell	1,409 -7	-0.5%	-$3.74K	0.08%	86
2024 Q3	$665K	Buy	1,416 +7	+0.5%	+$3.04K	0.07%	94
2024 Q2	$602K	Hold	1,409	–	–	0.07%	92
2024 Q1	$618K	Buy	1,409 +50	+4%	+$20K	0.07%	90
2023 Q4	$516K	Buy	+1,359	New	+$466K	0.07%	93

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 $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

West Coast Financial's AMP Position: Q2 2025 in Review

West Coast Financial sold out of Ameriprise Financial (AMP) in Q2 2025, closing a stake of 1,409 shares — an estimated $682K sold.

West Coast Financial first reported a position in AMP in Q4 2023 and held it in 6 quarters. The position peaked at $750K in Q4 2024. 1,362 funds tracked by Wall St. Rank hold AMP as of Q2 2025.

West Coast Financial reported no remaining Ameriprise Financial position as of Q2 2025 after selling out during the quarter.
West Coast Financial sold 1,409 Ameriprise Financial shares in Q2 2025, an estimated $682K.
West Coast Financial first reported a position in Ameriprise Financial in Q4 2023 and held it in 6 quarters.
West Coast Financial's Ameriprise Financial position peaked at $750K in Q4 2024.
1,362 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2025.

Based on West Coast Financial's 13F filing for Q2 2025.