Ameriprise
TBLD

Ameriprise’s Thornburg Income Builder Opportunities Trust TBLD Stock Holding History

Ameriprise’s Portfolio TBLD Stock Details TBLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-35,648
Closed -$454K – 4046
2022
Q3 		$454K Buy
35,648
+7,900
+28% +$115K ﹤0.01% 3431
2022
Q2 		$403K Buy
+27,748
New +$434K ﹤0.01% 3464

Other funds holding TBLD

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise's TBLD Position: Q4 2022 in Review

Ameriprise sold out of Thornburg Income Builder Opportunities Trust (TBLD) in Q4 2022, closing a stake of 35,648 shares — an estimated $454K sold.

Ameriprise first reported a position in TBLD in Q2 2022 and held it in 2 quarters. The position peaked at $454K in Q3 2022. 37 funds tracked by Wall St. Rank hold TBLD as of Q4 2022.

  • Ameriprise reported no remaining Thornburg Income Builder Opportunities Trust position as of Q4 2022 after selling out during the quarter.
  • Ameriprise sold 35,648 Thornburg Income Builder Opportunities Trust shares in Q4 2022, an estimated $454K.
  • Ameriprise first reported a position in Thornburg Income Builder Opportunities Trust in Q2 2022 and held it in 2 quarters.
  • Ameriprise's Thornburg Income Builder Opportunities Trust position peaked at $454K in Q3 2022.
  • 37 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q4 2022.

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