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Wingate Wealth Advisors’s Ameriprise Financial AMP Stock Holding History

Wingate Wealth 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
2025
Q1 		– Sell
-56
Closed -$29.8K – 111
2024
Q4 		$29.8K Buy
+56
New +$29.9K 0.03% 259

Other funds holding AMP

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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

Wingate Wealth Advisors's AMP Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Ameriprise Financial (AMP) in Q1 2025, closing a stake of 56 shares — an estimated $29.8K sold.

Wingate Wealth Advisors first reported a position in AMP in Q4 2024 and held it in 1 quarter. The position peaked at $29.8K in Q4 2024. 1,366 funds tracked by Wall St. Rank hold AMP as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining Ameriprise Financial position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 56 Ameriprise Financial shares in Q1 2025, an estimated $29.8K.
  • Wingate Wealth Advisors first reported a position in Ameriprise Financial in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's Ameriprise Financial position peaked at $29.8K in Q4 2024.
  • 1,366 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.