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InterOcean Capital Group’s Ameriprise Financial AMP Stock Holding History

InterOcean Capital Group’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
2024
Q1 		$391K Buy
891
+19
+2% +$7.61K 0.01% 340
2023
Q4 		$331K Hold
872
– – 0.01% 360
2023
Q3 		$287K Sell
872
-44
-5% -$15K 0.01% 353
2023
Q2 		$304K Buy
+916
New +$282K 0.01% 354

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

InterOcean Capital Group's AMP Position: Q1 2024 in Review

InterOcean Capital Group increased its Ameriprise Financial (AMP) stake by 2.2% in Q1 2024, buying an estimated $7.61K and bringing the position to 891 shares worth $391K. The position accounts for 0.01% of the portfolio, ranked #340.

InterOcean Capital Group first reported a position in AMP in Q2 2023 and has held it in 4 quarters since. 1,243 funds tracked by Wall St. Rank hold AMP as of Q1 2024.

  • InterOcean Capital Group held 891 shares of Ameriprise Financial worth $391K as of Q1 2024.
  • InterOcean Capital Group bought 19 Ameriprise Financial shares in Q1 2024, an estimated $7.61K.
  • Ameriprise Financial made up 0.01% of InterOcean Capital Group's portfolio in Q1 2024, its #340 holding.
  • InterOcean Capital Group first reported a position in Ameriprise Financial in Q2 2023 and has held it in 4 quarters since.
  • 1,243 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2024.

Based on InterOcean Capital Group's 13F filing for Q1 2024, filed 13 May 2024.