Number of Shares
72,083.00
Current Holdings Value*
$34.90 Mil
% of Portfolio
2.62%
Total Estimate Gain
$20.29 Mil
% of Total Estimate Gain
53.84%

Smith Group Asset Management, LLC's Ameriprise Financial Inc Holding Summary

As of 2025-03-31, Smith Group Asset Management, LLC held 72,083.00 shares of Ameriprise Financial Inc(AMP), totaling $34.90 Mil. This investment constitutes 2.62% of their stock portfolio, and Smith Group Asset Management, LLC now holds 0.08% of the outstanding Ameriprise Financial Inc(AMP) stock.

The initial trade took place in 2021Q3. And since then Smith Group Asset Management, LLC has made 4 purchases of AMP, at an average price of $299.81, for a total of 125,684.00 shares. In addition, there have been 4 sales at an average price of $356.68 for 53,601.00 shares. Based on historical transaction data and AMP's current price of $538.98, Smith Group Asset Management, LLC's estimated gain on his AMP holdings is $20.29 Mil, reflecting a 53.84% gain to date.

Smith Group Asset Management, LLC AMP ($538.98) Holding Chart

Smith Group Asset Management, LLC AMP ($538.98) 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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