CAI
AMP icon

Capital Advisors Inc’s Ameriprise Financial AMP Stock Holding History

Capital Advisors Inc’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
2023
Q4 		– Sell
-676
Closed -$223K – 289
2023
Q3 		$223K Sell
676
-276
-29% -$94.2K 0.01% 235
2023
Q2 		$316K Buy
952
+273
+40% +$83.9K 0.01% 215
2023
Q1 		$208K Buy
679
+10
+1% +$3.28K 0.01% 241
2022
Q4 		$208K Buy
+669
New +$204K 0.01% 239

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Capital Advisors Inc's AMP Position: Q4 2023 in Review

Capital Advisors Inc sold out of Ameriprise Financial (AMP) in Q4 2023, closing a stake of 676 shares — an estimated $223K sold.

Capital Advisors Inc first reported a position in AMP in Q4 2022 and held it in 4 quarters. The position peaked at $316K in Q2 2023. 1,161 funds tracked by Wall St. Rank hold AMP as of Q4 2023.

  • Capital Advisors Inc reported no remaining Ameriprise Financial position as of Q4 2023 after selling out during the quarter.
  • Capital Advisors Inc sold 676 Ameriprise Financial shares in Q4 2023, an estimated $223K.
  • Capital Advisors Inc first reported a position in Ameriprise Financial in Q4 2022 and held it in 4 quarters.
  • Capital Advisors Inc's Ameriprise Financial position peaked at $316K in Q2 2023.
  • 1,161 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2023.

Based on Capital Advisors Inc's 13F filing for Q4 2023, filed 29 Jan 2024.