Current Value of Holding

$53.2 Million

Shares

101 Thousand

% of Portfolio

0.24%

Average Buy Price

$479

Avg closing price
Price range

36 Ray Dalio Ameriprise Financial Trades

Ray Dalio's position in Ameriprise Financial is currently worth $53.2 Million. That's 0.24% of their equity portfolio (84th largest holding). The first Ameriprise Financial trade was made in Q2 2013. Since then Ray Dalio bought shares nineteen more times and sold shares on sixteen occasions. The stake costed the investor $48.4 Million, netting the investor a gain of 9.8% so far.

Avg closing price
Price range
Increased shares by 80.7% (+45.2 Thousand shares) Q1 2025
Avg closing price $525.37
Price range $472.29 - $575.88
Increased shares by 10.9% (+5.5 Thousand shares) Q4 2024
Avg closing price $534.56
Price range $473.14 - $573.97
Increased shares by 97.8% (+25 Thousand shares) Q3 2024
Avg closing price $434.10
Price range $391.53 - $469.81
New holding (+25.5 Thousand shares) Q2 2024
Avg closing price $427.19
Price range $407.69 - $442.22
Sold -8.6 Thousand shares Q1 2024
Avg closing price $400.39
Price range $372.06 - $438.44
Sold 86.2% shares (-53.9 Thousand shares) Q4 2023
Avg closing price $342.90
Price range $307.14 - $381.62
Increased shares by 188.0% (+40.8 Thousand shares) Q3 2023
Avg closing price $341.28
Price range $326.95 - $356.90
Sold 10.6% shares (-2.58 Thousand shares) Q2 2023
Avg closing price $307.35
Price range $282.02 - $332.16
Sold 36.2% shares (-13.8 Thousand shares) Q1 2023
Avg closing price $327.63
Price range $281.43 - $355.33
Sold 51.2% shares (-39.9 Thousand shares) Q4 2022
Avg closing price $305.01
Price range $257.84 - $332.60
Sold 3.2% shares (-2.56 Thousand shares) Q3 2022
Avg closing price $263.12
Price range $223.12 - $291.83
Increased shares by 340.5% (+62.3 Thousand shares) Q2 2022
Avg closing price $267.88
Price range $235.10 - $300.84
Sold 7.5% shares (-1.48 Thousand shares) Q1 2022
Avg closing price $302.51
Price range $261.39 - $328.58
Sold 58.2% shares (-27.5 Thousand shares) Q4 2021
Avg closing price $295.77
Price range $264.89 - $310.24
Increased shares by 25.0% (+9.45 Thousand shares) Q3 2021
Avg closing price $261.59
Price range $238.11 - $277.60
Increased shares by 1.6% (+577 shares) Q2 2021
Avg closing price $252.07
Price range $235.41 - $265.65
Increased shares by 92.7% (+17.9 Thousand shares) Q1 2021
Avg closing price $216.23
Price range $187.01 - $232.80
New holding (+19.3 Thousand shares) Q4 2020
Avg closing price $178.99
Price range $155.31 - $196.28
Sold -26.3 Thousand shares Q1 2020
Avg closing price $148.16
Price range $82.88 - $179.72
New holding (+26.3 Thousand shares) Q4 2019
Avg closing price $154.96
Price range $129.21 - $168.43

News about Ameriprise Financial Inc and Ray Dalio

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