WPA
AMP icon

West Paces Advisors’s Ameriprise Financial AMP Stock Holding History

West Paces Advisors’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
2026
Q3 		$67.9K Hold
138
– – 0.01% 257
2026
Q2 		$63.3K Buy
+138
New +$63.3K 0.01% 249
2025
Q2 		– Sell
-126
Closed -$61K – 215
2025
Q1 		$61K Hold
126
– – 0.01% 210
2024
Q4 		$67.1K Hold
126
– – 0.02% 208
2024
Q3 		$59.2K Sell
126
-16
-11% -$6.94K 0.01% 215
2024
Q2 		$60.7K Hold
142
– – 0.02% 202
2024
Q1 		$62.3K Sell
142
-3
-2% -$1.2K 0.02% 206
2023
Q4 		$55.1K Buy
145
+3
+2% +$1.03K 0.02% 212
2023
Q3 		$46.8K Hold
142
– – 0.01% 220
2023
Q2 		$47.2K Hold
142
– – 0.01% 228
2023
Q1 		$43.5K Hold
142
– – 0.01% 235
2022
Q4 		$44.2K Hold
142
– – 0.01% 232
2022
Q3 		$35.8K Hold
142
– – 0.01% 232
2022
Q2 		$33.8K Hold
142
– – 0.01% 250
2022
Q1 		$42.7K Sell
142
-19
-12% -$5.75K 0.01% 239
2021
Q4 		$48.6K Buy
161
+10
+7% +$2.96K 0.02% 235
2021
Q3 		$39.9K Hold
151
– – 0.01% 231
2021
Q2 		$37.6K Buy
151
+9
+6% +$2.27K 0.01% 227
2021
Q1 		$33K Hold
142
– – 0.01% 223
2020
Q4 		$27.6K Hold
142
– – 0.01% 226
2020
Q3 		$21.9K Hold
142
– – 0.01% 238
2020
Q2 		$21.3K Sell
142
-15
-10% -$1.92K 0.01% 244
2020
Q1 		$16.1K Sell
157
-23
-13% -$3.41K 0.01% 256
2019
Q4 		$30K Hold
180
– – 0.02% 237
2019
Q3 		$26.5K Hold
180
– – 0.02% 231
2019
Q2 		$26.1K Sell
180
-17
-9% -$2.46K 0.02% 219
2019
Q1 		$25.2K Hold
197
– – 0.02% 228
2018
Q4 		$20.6K Hold
197
– – 0.02% 240
2018
Q3 		$29.1K Hold
197
– – 0.02% 224
2018
Q2 		$27.6K Buy
197
+32
+19% +$4.54K 0.02% 226
2018
Q1 		$24.4K Hold
165
– – 0.02% 227
2017
Q4 		$28K Hold
165
– – 0.02% 231
2017
Q3 		$24.5K Hold
165
– – 0.02% 241
2017
Q2 		$21K Hold
165
– – 0.02% 243
2017
Q1 		$21.4K Hold
165
– – 0.02% 244
2016
Q4 		$18.3K Buy
+165
New +$17.4K 0.02% 261

Other funds holding AMP

AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

West Paces Advisors's AMP Position: Q3 2026 in Review

West Paces Advisors held its Ameriprise Financial (AMP) position steady in Q3 2026 at 138 shares worth $67.9K. The position accounts for 0.01% of the portfolio, ranked #257.

West Paces Advisors first reported a position in AMP in Q4 2016 and has held it in 36 quarters since. 108 funds tracked by Wall St. Rank hold AMP as of Q3 2026.

  • West Paces Advisors held 138 shares of Ameriprise Financial worth $67.9K as of Q3 2026.
  • West Paces Advisors left its Ameriprise Financial share count unchanged in Q3 2026.
  • Ameriprise Financial made up 0.01% of West Paces Advisors's portfolio in Q3 2026, its #257 holding.
  • West Paces Advisors first reported a position in Ameriprise Financial in Q4 2016 and has held it in 36 quarters since.
  • 108 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2026.

Based on West Paces Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.