First Capital Advisors Group’s Ameriprise Financial AMP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$17.6K Buy
+53
New +$16.3K 0.01% 446
2018
Q2
Sell
-301
Closed -$45K 199
2018
Q1
$45K Buy
+301
New +$49.1K 0.03% 283

Other funds holding AMP

First Capital Advisors Group's AMP Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in Ameriprise Financial (AMP) in Q2 2023: 53 shares worth $17.6K. The stake represents 0.01% of the portfolio and ranks #446 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in AMP as recently as Q1 2018.

First Capital Advisors Group first reported a position in AMP in Q1 2018 and has held it in 2 quarters since. The position peaked at $45K in Q1 2018. 1,077 funds tracked by Wall St. Rank hold AMP as of Q2 2023.

  • First Capital Advisors Group held 53 shares of Ameriprise Financial worth $17.6K as of Q2 2023.
  • Ameriprise Financial was a new First Capital Advisors Group position in Q2 2023.
  • Ameriprise Financial made up 0.01% of First Capital Advisors Group's portfolio in Q2 2023, its #446 holding.
  • First Capital Advisors Group first reported a position in Ameriprise Financial in Q1 2018 and has held it in 2 quarters since.
  • First Capital Advisors Group's Ameriprise Financial position peaked at $45K in Q1 2018.
  • 1,077 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.