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Ameriprise Financial shares owned by Kathleen S. Wright Associates

Quarter-by-quarter ownership of Ameriprise Financial (AMP) shares owned by Kathleen S. Wright Associates from 13F filings

Historical chart of Kathleen S. Wright Associates investment in Ameriprise Financial

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All positions including Ameriprise Financial held by Kathleen S. Wright Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ameriprise Financial by Kathleen S. Wright Associates

Quarter filed Position value Share count Share price at filing
2024-03-31 $10k 23 438.43
2023-12-31 $8.7k 23 379.83
2023-09-30 $7.6k 23 329.70
2023-06-30 $7.6k 23 332.17
2023-03-31 $7.0k 23 306.52
2022-12-31 $7.0k 23 304.35
2022-09-30 $6.0k 23 260.87

More positions owned by Kathleen S. Wright Associates

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Index Fds Growth Etf (VUG)
Wisdomtree Tr Us Smallcap Fund (EES)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Msci Usa Min Vol (USMV)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ea Series Trust Us Quan Value (QVAL)
American Express Company (AXP)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Brookfield Corp Cl A Ltd Vt Sh (BN)

View all positions for Kathleen S. Wright Associates

Top funds holding Ameriprise Financial

Vanguard Group
BlackRock
Jpmorgan Chase & Co
Reed Conner & Birdwell
Geode Capital Management
Morgan Stanley
Viking Global Investors
Robeco Investment Management
Ubs Global Asset Management Americas
Nuveen Asset Management
UBS Group
FMR
Northern Trust
Bank of New York Mellon
Dimensional Fund Advisors

View all funds holding Ameriprise Financial