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Zeke Capital Advisors’s Ameriprise Financial AMP Stock Holding History

Zeke Capital Advisors’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
2022
Q4 		$1.45M Buy
4,664
+3,580
+330% +$1.09M 0.09% 104
2022
Q3 		$273K Hold
1,084
– – 0.02% 333
2022
Q2 		$257K Buy
1,084
+16
+1% +$4.29K 0.02% 377
2022
Q1 		$321K Buy
+1,068
New +$323K 0.02% 351
2020
Q1 		– Sell
-2,904
Closed -$484K – 251
2019
Q4 		$484K Sell
2,904
-53
-2% -$8.21K 0.04% 382
2019
Q3 		$435K Buy
2,957
+301
+11% +$42.2K 0.04% 389
2019
Q2 		$386K Hold
2,656
– – 0.04% 417
2019
Q1 		$340K Buy
2,656
+306
+13% +$38K 0.03% 442
2018
Q4 		$245K Sell
2,350
-88
-4% -$11.1K 0.02% 480
2018
Q3 		$360K Buy
2,438
+57
+2% +$8.16K 0.03% 476
2018
Q2 		$333K Sell
2,381
-787
-25% -$112K 0.03% 371
2018
Q1 		$469K Buy
3,168
+319
+11% +$52K 0.04% 345
2017
Q4 		$483K Buy
2,849
+122
+4% +$19.5K 0.05% 296
2017
Q3 		$405K Buy
2,727
+959
+54% +$134K 0.06% 266
2017
Q2 		$225K Buy
1,768
+140
+9% +$17.8K 0.04% 253
2017
Q1 		$211K Buy
+1,628
New +$201K 0.04% 241

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Zeke Capital Advisors's AMP Position: Q4 2022 in Review

Zeke Capital Advisors increased its Ameriprise Financial (AMP) stake by 330% in Q4 2022, buying an estimated $1.09M and bringing the position to 4,664 shares worth $1.45M. The position accounts for 0.09% of the portfolio, ranked #104.

Zeke Capital Advisors first reported a position in AMP in Q1 2017 and has held it in 16 quarters since. 1,026 funds tracked by Wall St. Rank hold AMP as of Q4 2022.

  • Zeke Capital Advisors held 4,664 shares of Ameriprise Financial worth $1.45M as of Q4 2022.
  • Zeke Capital Advisors bought 3,580 Ameriprise Financial shares in Q4 2022, an estimated $1.09M.
  • Ameriprise Financial made up 0.09% of Zeke Capital Advisors's portfolio in Q4 2022, its #104 holding.
  • Zeke Capital Advisors first reported a position in Ameriprise Financial in Q1 2017 and has held it in 16 quarters since.
  • 1,026 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.