de Charles Schwab Affiliated Managers Group AMG Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | USD 97.4 M | Vender |
287,795
-20,236
| -7% | -USD 6.28 M | 0.01% | 808 |
|
|
2026
Q1 | USD 85.2 M | Comprar |
308,031
+2,435
| +0.8% | +USD 734 k | 0.01% | 813 |
|
|
2025
Q4 | USD 88.1 M | Vender |
305,596
-6,972
| -2% | -USD 1.8 M | 0.01% | 792 |
|
|
2025
Q3 | USD 74.5 M | Comprar |
312,568
+1,201
| +0.4% | +USD 265 k | 0.01% | 884 |
|
|
2025
Q2 | USD 61.3 M | Vender |
311,367
-7,099
| -2% | -USD 1.23 M | 0.01% | 969 |
|
|
2025
Q1 | USD 53.5 M | Vender |
318,466
-12,640
| -4% | -USD 2.2 M | 0.01% | 1027 |
|
|
2024
Q4 | USD 61.2 M | Comprar |
331,106
+2,264
| +0.7% | +USD 422 k | 0.01% | 984 |
|
|
2024
Q3 | USD 58.5 M | Vender |
328,842
-14,221
| -4% | -USD 2.42 M | 0.01% | 1016 |
|
|
2024
Q2 | USD 53.6 M | Vender |
343,063
-14,709
| -4% | -USD 2.34 M | 0.01% | 1024 |
|
|
2024
Q1 | USD 59.9 M | Comprar |
357,772
+7,388
| +2% | +USD 1.15 M | 0.01% | 902 |
|
|
2023
Q4 | USD 53.1 M | Comprar |
350,384
+3,357
| +1% | +USD 451 k | 0.01% | 935 |
|
|
2023
Q3 | USD 45.2 M | Comprar |
347,027
+2,824
| +0.8% | +USD 395 k | 0.01% | 937 |
|
|
2023
Q2 | USD 51.6 M | Vender |
344,203
-12,710
| -4% | -USD 1.82 M | 0.01% | 841 |
|
|
2023
Q1 | USD 50.8 M | Vender |
356,913
-383
| -0.1% | -USD 60.5 k | 0.02% | 816 |
|
|
2022
Q4 | USD 56.6 M | Comprar |
357,296
+7,567
| +2% | +USD 1.07 M | 0.02% | 726 |
|
|
2022
Q3 | USD 39.1 M | Comprar |
349,729
+9,839
| +3% | +USD 1.23 M | 0.01% | 910 |
|
|
2022
Q2 | USD 39.6 M | Vender |
339,890
-16,391
| -5% | -USD 2.11 M | 0.01% | 907 |
|
|
2022
Q1 | USD 50.2 M | Comprar |
356,281
+12,918
| +4% | +USD 1.86 M | 0.02% | 867 |
|
|
2021
Q4 | USD 56.5 M | Vender |
343,363
-92
| -0% | -USD 15.4 k | 0.02% | 816 |
|
|
2021
Q3 | USD 51.9 M | Vender |
343,455
-1,074
| -0.3% | -USD 176 k | 0.02% | 843 |
|
|
2021
Q2 | USD 53.1 M | Vender |
344,529
-2,776
| -0.8% | -USD 443 k | 0.02% | 821 |
|
|
2021
Q1 | USD 51.8 M | Vender |
347,305
-135,575
| -28% | -USD 17.7 M | 0.02% | 802 |
|
|
2020
Q4 | USD 49.1 M | Comprar |
482,880
+118,827
| +33% | +USD 10.3 M | 0.02% | 781 |
|
|
2020
Q3 | USD 24.9 M | Vender |
364,053
-7,105
| -2% | -USD 497 k | 0.01% | 1058 |
|
|
2020
Q2 | USD 27.7 M | Comprar |
371,158
+2,770
| +0.8% | +USD 187 k | 0.01% | 951 |
|
|
2020
Q1 | USD 21.8 M | Vender |
368,388
-51,151
| -12% | -USD 3.83 M | 0.01% | 958 |
|
|
2019
Q4 | USD 35.6 M | Vender |
419,539
-83,658
| -17% | -USD 6.86 M | 0.02% | 833 |
|
|
2019
Q3 | USD 41.9 M | Comprar |
503,197
+32,033
| +7% | +USD 2.68 M | 0.02% | 680 |
|
|
2019
Q2 | USD 43.4 M | Vender |
471,164
-100,838
| -18% | -USD 9.9 M | 0.03% | 641 |
|
|
2019
Q1 | USD 61.3 M | Vender |
572,002
-64,997
| -10% | -USD 6.91 M | 0.04% | 443 |
|
|
2018
Q4 | USD 62.1 M | Comprar |
636,999
+6,065
| +1% | +USD 685 k | 0.05% | 369 |
|
|
2018
Q3 | USD 86.3 M | Comprar |
630,934
+46,799
| +8% | +USD 6.91 M | 0.06% | 311 |
|
|
2018
Q2 | USD 86.8 M | Comprar |
584,135
+278,337
| +91% | +USD 45.9 M | 0.06% | 295 |
|
|
2018
Q1 | USD 58 M | Comprar |
305,798
+22,626
| +8% | +USD 4.41 M | 0.05% | 408 |
|
|
2017
Q4 | USD 58.1 M | Comprar |
283,172
+22,302
| +9% | +USD 4.32 M | 0.05% | 392 |
|
|
2017
Q3 | USD 49.5 M | Comprar |
260,870
+7,257
| +3% | +USD 1.29 M | 0.04% | 420 |
|
|
2017
Q2 | USD 42.1 M | Vender |
253,613
-19,902
| -7% | -USD 3.18 M | 0.04% | 464 |
|
|
2017
Q1 | USD 44.8 M | Comprar |
273,515
+29,626
| +12% | +USD 4.69 M | 0.04% | 399 |
|
|
2016
Q4 | USD 35.4 M | Comprar |
243,889
+19,944
| +9% | +USD 2.9 M | 0.04% | 459 |
|
|
2016
Q3 | USD 32.4 M | Comprar |
223,945
+58,080
| +35% | +USD 8.31 M | 0.04% | 483 |
|
|
2016
Q2 | USD 23.3 M | Comprar |
165,865
+5,578
| +3% | +USD 913 k | 0.03% | 560 |
|
|
2016
Q1 | USD 26 M | Comprar |
160,287
+6,019
| +4% | +USD 840 k | 0.03% | 511 |
|
|
2015
Q4 | USD 24.6 M | Vender |
154,268
-40,343
| -21% | -USD 6.94 M | 0.03% | 511 |
|
|
2015
Q3 | USD 33.3 M | Vender |
194,611
-5,019
| -3% | -USD 987 k | 0.05% | 359 |
|
|
2015
Q2 | USD 43.6 M | Vender |
199,630
-24,001
| -11% | -USD 5.34 M | 0.06% | 313 |
|
|
2015
Q1 | USD 48 M | Comprar |
223,631
+74,581
| +50% | +USD 15.7 M | 0.07% | 286 |
|
|
2014
Q4 | USD 31.6 M | Comprar |
149,050
+434
| +0.3% | +USD 86.2 k | 0.05% | 373 |
|
|
2014
Q3 | USD 29.8 M | Comprar |
148,616
+66,785
| +82% | +USD 13.6 M | 0.05% | 368 |
|
|
2014
Q2 | USD 16.8 M | Comprar |
81,831
+134
| +0.2% | +USD 25.9 k | 0.03% | 537 |
|
|
2014
Q1 | USD 16.3 M | Comprar |
81,697
+3,628
| +5% | +USD 713 k | 0.03% | 537 |
|
|
2013
Q4 | USD 16.9 M | Comprar |
78,069
+1,029
| +1% | +USD 205 k | 0.03% | 489 |
|
|
2013
Q3 | USD 14.3 M | Vender |
77,040
-9,907
| -11% | -USD 1.76 M | 0.03% | 498 |
|
|
2013
Q2 | USD 14.1 M | Comprar |
+86,947
| Nuevas | +USD 13.8 M | 0.03% | 475 |
|
Otros fondos que tienen AMG en su cartera
Posición de Charles Schwab en AMG: resumen de T2 2026
Charles Schwab redujo su participación en Affiliated Managers Group (AMG) en 6.6% durante T2 2026, al vender acciones por un valor estimado de USD 6.28 M, y conservó 287,795 acciones valuadas en USD 97.4 M. La posición representa 0.01% de la cartera y ocupa el puesto #808.
Charles Schwab reportó por primera vez una posición en AMG en T2 2013 y la ha mantenido durante 53 trimestres desde entonces. Al cierre de T2 2026, 567 fondos que sigue Wall St. Rank mantienen una posición en AMG.
- Al cierre de T2 2026, Charles Schwab tenía 287,795 acciones de Affiliated Managers Group con un valor de USD 97.4 M.
- Charles Schwab vendió 20,236 acciones de Affiliated Managers Group en T2 2026, por un valor estimado de USD 6.28 M.
- Affiliated Managers Group representó 0.01% de la cartera de Charles Schwab en T2 2026 y fue su posición número 808.
- Charles Schwab reportó por primera vez una posición en Affiliated Managers Group en T2 2013 y la ha mantenido durante 53 trimestres desde entonces.
- Al cierre de T2 2026, 567 fondos que sigue Wall St. Rank tenían Affiliated Managers Group en cartera.
Según el Informe 13F de Charles Schwab correspondiente a T2 2026, presentado el 14 ago 2026.