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Wood Tarver Financial Group’s Ameriprise Financial AMP Stock Holding History

Wood Tarver Financial Group’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
Q3 		– Sell
-1
Closed – – 177
2025
Q2 		$0 Hold
1
– – ﹤0.01% 589
2025
Q1 		$485 Hold
1
– – ﹤0.01% 641
2024
Q4 		$0 Buy
+1
New +$534 ﹤0.01% 592

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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wood Tarver Financial Group's AMP Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Ameriprise Financial (AMP) in Q3 2025, closing a stake of 1 share.

Wood Tarver Financial Group first reported a position in AMP in Q4 2024 and held it in 3 quarters. The position peaked at $485 in Q1 2025. 1,361 funds tracked by Wall St. Rank hold AMP as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Ameriprise Financial position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 1 Ameriprise Financial share in Q3 2025.
  • Wood Tarver Financial Group first reported a position in Ameriprise Financial in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's Ameriprise Financial position peaked at $485 in Q1 2025.
  • 1,361 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.