Ameriprise Financial shares owned by Cerro Pacific Wealth Advisors
Quarter-by-quarter ownership of Ameriprise Financial (AMP) shares owned by Cerro Pacific Wealth Advisors
from 13F filings
Historical chart of Cerro Pacific Wealth Advisors investment in Ameriprise Financial
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Quarterly reported holdings in Ameriprise Financial by Cerro Pacific Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $286k | 583 | 490.89 |
| 2025-06-30 | $336k | 629 | 534.09 |
| 2025-03-31 | $334k | 627 | 532.62 |
| 2024-12-31 | $271k | 576 | 469.91 |
| 2024-09-30 | $238k | 557 | 427.19 |
| 2024-06-30 | $238k | 557 | 427.19 |
| 2023-03-31 | $295k | 963 | 306.48 |
| 2022-12-31 | $866k | 2.8k | 311.33 |
| 2022-09-30 | $691k | 2.7k | 252.10 |
| 2022-06-30 | $637k | 2.7k | 237.86 |
| 2022-03-31 | $1.1M | 3.8k | 300.34 |
| 2021-12-31 | $1.1M | 3.7k | 301.77 |
| 2021-09-30 | $870k | 3.3k | 264.04 |
| 2021-06-30 | $593k | 2.4k | 249.06 |
More positions owned by Cerro Pacific Wealth Advisors
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