Ameriprise Financial shares owned by Charter Oak Capital Management
Quarter-by-quarter ownership of Ameriprise Financial (AMP) shares owned by Charter Oak Capital Management
from 13F filings
Historical chart of Charter Oak Capital Management investment in Ameriprise Financial
Tip: Access up to 7 years of quarterly data
All positions including Ameriprise Financial held by Charter Oak Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Ameriprise Financial by Charter Oak Capital Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $654k | 1.4k | 469.81 |
2024-06-30 | $567k | 1.3k | 427.19 |
2024-03-31 | $608k | 1.4k | 438.44 |
2023-12-31 | $504k | 1.3k | 379.83 |
2023-09-30 | $509k | 1.5k | 329.68 |
2023-06-30 | $513k | 1.5k | 332.16 |
2023-03-31 | $473k | 1.5k | 306.50 |
2022-12-31 | $507k | 1.6k | 311.37 |
2022-09-30 | $410k | 1.6k | 252.00 |
2022-06-30 | $400k | 1.7k | 237.95 |
2022-03-31 | $505k | 1.7k | 300.42 |
2021-12-31 | $499k | 1.7k | 301.69 |
2021-09-30 | $437k | 1.7k | 264.21 |
2021-06-30 | $412k | 1.7k | 249.09 |
2021-03-31 | $384k | 1.7k | 232.16 |
2020-12-31 | $321k | 1.7k | 194.08 |
More positions owned by Charter Oak Capital Management
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