Number of Shares
295,447.00
Current Holdings Value*
$143.10 Mil
% of Portfolio
4.11%
Total Estimate Gain
$42.99 Mil
% of Total Estimate Gain
31.88%

Close Asset Management Ltd's Ameriprise Financial Inc Holding Summary

As of 2025-03-31, Close Asset Management Ltd held 295,447.00 shares of Ameriprise Financial Inc(AMP), totaling $143.10 Mil. This investment constitutes 4.11% of their stock portfolio, and Close Asset Management Ltd now holds 0.31% of the outstanding Ameriprise Financial Inc(AMP) stock.

The initial trade took place in 2019Q1. And since then Close Asset Management Ltd has made 5 purchases of AMP, at an average price of $411.33, for a total of 327,824.00 shares. In addition, there have been 2 sales at an average price of $523.35 for 32,377.00 shares. Based on historical transaction data and AMP's current price of $544.55, Close Asset Management Ltd's estimated gain on his AMP holdings is $42.99 Mil, reflecting a 31.88% gain to date.

Close Asset Management Ltd AMP ($544.55) Holding Chart

Close Asset Management Ltd AMP ($544.55) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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