AI
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AdvisorShares Investments’s Affiliated Managers Group AMG Stock Holding History

AdvisorShares Investments’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
2025
Q4 		– Sell
-2,365
Closed -$564K – 292
2025
Q3 		$564K Sell
2,365
-30
-1% -$6.61K 0.09% 115
2025
Q2 		$471K Sell
2,395
-405
-14% -$70.3K 0.09% 124
2025
Q1 		$474K Buy
2,800
+106
+4% +$18.5K 0.09% 117
2024
Q4 		$498K Hold
2,694
– – 0.1% 110
2024
Q3 		$479K Sell
2,694
-178
-6% -$30.2K 0.09% 140
2024
Q2 		$445K Sell
2,872
-128
-4% -$20.4K 0.08% 158
2024
Q1 		$502K Buy
+3,000
New +$466K 0.08% 132
2023
Q3 		– Sell
-2,675
Closed -$401K – 239
2023
Q2 		$401K Sell
2,675
-60
-2% -$8.59K 0.11% 125
2023
Q1 		$390K Sell
2,735
-30
-1% -$4.74K 0.12% 131
2022
Q4 		$438K Buy
+2,765
New +$391K 0.12% 101

Other funds holding AMG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return