CCP
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Carmel Capital Partners’s Ameriprise Financial AMP Stock Holding History

Carmel Capital Partners’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
-90
Closed -$29.7K – 170
2023
Q3 		$29.7K Buy
+90
New +$30.7K 0.01% 300

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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

Carmel Capital Partners's AMP Position: Q4 2023 in Review

Carmel Capital Partners sold out of Ameriprise Financial (AMP) in Q4 2023, closing a stake of 90 shares — an estimated $29.7K sold.

Carmel Capital Partners first reported a position in AMP in Q3 2023 and held it in 1 quarter. The position peaked at $29.7K in Q3 2023. 1,161 funds tracked by Wall St. Rank hold AMP as of Q4 2023.

  • Carmel Capital Partners reported no remaining Ameriprise Financial position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 90 Ameriprise Financial shares in Q4 2023, an estimated $29.7K.
  • Carmel Capital Partners first reported a position in Ameriprise Financial in Q3 2023 and held it in 1 quarter.
  • Carmel Capital Partners's Ameriprise Financial position peaked at $29.7K in Q3 2023.
  • 1,161 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.