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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

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Quarterly 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