Ameriprise
GROW icon

Ameriprise’s US Global Investors GROW Stock Holding History

Ameriprise’s Portfolio GROW Stock Details GROW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-48,735
Closed -$140K – 4002
2022
Q3 		$140K Sell
48,735
-488
-1% -$1.89K ﹤0.01% 3768
2022
Q2 		$218K Sell
49,223
-591
-1% -$2.87K ﹤0.01% 3666
2022
Q1 		$259K Buy
49,814
+11,907
+31% +$62.3K ﹤0.01% 3689
2021
Q4 		$167K Buy
+37,907
New +$213K ﹤0.01% 3813

Other funds holding GROW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
KWM
Kanen Wealth Management Coconut Creek, Florida $278M AUM 38.85% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SCA
SMH Capital Advisors Fort Worth, Texas $32.9M AUM 1.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Ameriprise's GROW Position: Q4 2022 in Review

Ameriprise sold out of US Global Investors (GROW) in Q4 2022, closing a stake of 48,735 shares — an estimated $140K sold.

Ameriprise first reported a position in GROW in Q4 2021 and held it in 4 quarters. The position peaked at $259K in Q1 2022. 37 funds tracked by Wall St. Rank hold GROW as of Q4 2022.

  • Ameriprise reported no remaining US Global Investors position as of Q4 2022 after selling out during the quarter.
  • Ameriprise sold 48,735 US Global Investors shares in Q4 2022, an estimated $140K.
  • Ameriprise first reported a position in US Global Investors in Q4 2021 and held it in 4 quarters.
  • Ameriprise's US Global Investors position peaked at $259K in Q1 2022.
  • 37 funds tracked by Wall St. Rank held US Global Investors as of Q4 2022.

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