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Abich Financial Wealth Management’s Affiliated Managers Group AMG Stock Holding History

Abich Financial Wealth Management’s Portfolio AMG Stock Details AMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$2.49K Buy
+14
New +$2.38K 0.01% 327
2024
Q2 		– Sell
-191
Closed -$32K – 805
2024
Q1 		$32K Buy
191
+60
+46% +$9.33K 0.02% 178
2023
Q4 		$19.8K Buy
+131
New +$17.6K 0.02% 179

Other funds holding AMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Abich Financial Wealth Management's AMG Position: Q3 2024 in Review

Abich Financial Wealth Management opened a new position in Affiliated Managers Group (AMG) in Q3 2024: 14 shares worth $2.49K. The stake represents 0.01% of the portfolio and ranks #327 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in AMG as recently as Q1 2024.

Abich Financial Wealth Management first reported a position in AMG in Q4 2023 and has held it in 3 quarters since. The position peaked at $32K in Q1 2024. 421 funds tracked by Wall St. Rank hold AMG as of Q3 2024.

  • Abich Financial Wealth Management held 14 shares of Affiliated Managers Group worth $2.49K as of Q3 2024.
  • Affiliated Managers Group was a new Abich Financial Wealth Management position in Q3 2024.
  • Affiliated Managers Group made up 0.01% of Abich Financial Wealth Management's portfolio in Q3 2024, its #327 holding.
  • Abich Financial Wealth Management first reported a position in Affiliated Managers Group in Q4 2023 and has held it in 3 quarters since.
  • Abich Financial Wealth Management's Affiliated Managers Group position peaked at $32K in Q1 2024.
  • 421 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2024.

Based on Abich Financial Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.