Gables Capital Management’s Ameriprise Financial AMP Stock Holding History

Gables Capital Management’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	-250	Closed	-$82.4K	–	379
2023 Q3	$82.4K	Hold	250	–	–	0.06%	154
2023 Q2	$83K	Hold	250	–	–	0.05%	160
2023 Q1	$76.6K	Hold	250	–	–	0.05%	161
2022 Q4	$77.8K	Hold	250	–	–	0.06%	164
2022 Q3	$63K	Hold	250	–	–	0.05%	174
2022 Q2	$59K	Hold	250	–	–	0.04%	186
2022 Q1	$75K	Hold	250	–	–	0.05%	182
2021 Q4	$75K	Hold	250	–	–	0.04%	179
2021 Q3	$66K	Hold	250	–	–	0.04%	182
2021 Q2	$62K	Hold	250	–	–	0.04%	181
2021 Q1	$58K	Hold	250	–	–	0.03%	205
2020 Q4	$49K	Hold	250	–	–	0.03%	202
2020 Q3	$39K	Hold	250	–	–	0.03%	215
2020 Q2	$38K	Hold	250	–	–	0.03%	210
2020 Q1	$26K	Hold	250	–	–	0.02%	237
2019 Q4	$42K	Hold	250	–	–	0.03%	210
2019 Q3	$37K	Hold	250	–	–	0.03%	227
2019 Q2	$36K	Hold	250	–	–	0.03%	213
2019 Q1	$32K	Hold	250	–	–	0.03%	217
2018 Q4	$26K	Hold	250	–	–	0.02%	219
2018 Q3	$37K	Hold	250	–	–	0.03%	207
2018 Q2	$35K	Buy	+250	New	+$35.4K	0.03%	211

Other funds holding AMP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Gables Capital Management's AMP Position: Q4 2023 in Review

Gables Capital Management sold out of Ameriprise Financial (AMP) in Q4 2023, closing a stake of 250 shares — an estimated $82.4K sold.

Gables Capital Management first reported a position in AMP in Q2 2018 and held it in 22 quarters. The position peaked at $83K in Q2 2023. 1,163 funds tracked by Wall St. Rank hold AMP as of Q4 2023.

Gables Capital Management reported no remaining Ameriprise Financial position as of Q4 2023 after selling out during the quarter.
Gables Capital Management sold 250 Ameriprise Financial shares in Q4 2023, an estimated $82.4K.
Gables Capital Management first reported a position in Ameriprise Financial in Q2 2018 and held it in 22 quarters.
Gables Capital Management's Ameriprise Financial position peaked at $83K in Q2 2023.
1,163 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2023.

Based on Gables Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.