Ameriprise
LOTZ

Ameriprise’s CarLotz, Inc. Class A Common Stock LOTZ Stock Holding History

Ameriprise’s Portfolio LOTZ Stock Details LOTZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-73,135
Closed -$819K – 3920
2020
Q4 		$819K Buy
73,135
+22,596
+45% +$232K ﹤0.01% 3177
2020
Q3 		$517K Buy
+50,539
New +$518K ﹤0.01% 3232

Other funds holding LOTZ

TCG
Tremblant Capital Group West Palm Beach, Florida $3.11B AUM 18.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
MAM
Must Asset Management Seoul, South Korea $40.9M AUM 22.53% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
SAM
Scopus Asset Management New York $5.77B AUM 36.85% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Ameriprise's LOTZ Position: Q1 2021 in Review

Ameriprise sold out of CarLotz, Inc. Class A Common Stock (LOTZ) in Q1 2021, closing a stake of 73,135 shares — an estimated $819K sold.

Ameriprise first reported a position in LOTZ in Q3 2020 and held it in 2 quarters. The position peaked at $819K in Q4 2020. 79 funds tracked by Wall St. Rank hold LOTZ as of Q1 2021.

  • Ameriprise reported no remaining CarLotz, Inc. Class A Common Stock position as of Q1 2021 after selling out during the quarter.
  • Ameriprise sold 73,135 CarLotz, Inc. Class A Common Stock shares in Q1 2021, an estimated $819K.
  • Ameriprise first reported a position in CarLotz, Inc. Class A Common Stock in Q3 2020 and held it in 2 quarters.
  • Ameriprise's CarLotz, Inc. Class A Common Stock position peaked at $819K in Q4 2020.
  • 79 funds tracked by Wall St. Rank held CarLotz, Inc. Class A Common Stock as of Q1 2021.

Based on Ameriprise's 13F filing for Q1 2021, filed 17 May 2021.