Ameriprise
FINS

Ameriprise’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History

Ameriprise’s Portfolio FINS Stock Details FINS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-43,519
Closed -$583K – 3995
2022
Q3 		$583K Buy
43,519
+13,294
+44% +$190K ﹤0.01% 3327
2022
Q2 		$441K Buy
+30,225
New +$447K ﹤0.01% 3436

Other funds holding FINS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise's FINS Position: Q4 2022 in Review

Ameriprise sold out of Angel Oak Financial Strategies Income Term Trust (FINS) in Q4 2022, closing a stake of 43,519 shares — an estimated $583K sold.

Ameriprise first reported a position in FINS in Q2 2022 and held it in 2 quarters. The position peaked at $583K in Q3 2022. 46 funds tracked by Wall St. Rank hold FINS as of Q4 2022.

  • Ameriprise reported no remaining Angel Oak Financial Strategies Income Term Trust position as of Q4 2022 after selling out during the quarter.
  • Ameriprise sold 43,519 Angel Oak Financial Strategies Income Term Trust shares in Q4 2022, an estimated $583K.
  • Ameriprise first reported a position in Angel Oak Financial Strategies Income Term Trust in Q2 2022 and held it in 2 quarters.
  • Ameriprise's Angel Oak Financial Strategies Income Term Trust position peaked at $583K in Q3 2022.
  • 46 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q4 2022.

Based on Ameriprise's 13F filing for Q4 2022, filed 14 Feb 2023.