Advisory Services Network’s Amalgamated Financial AMAL Stock Holding History

Advisory Services Network’s Portfolio AMAL Stock Details AMAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-42	Closed	-$924	–	3995
2022 Q4	$968	Buy	+42	New	+$1.02K	﹤0.01%	3593

Other funds holding AMAL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Advisory Services Network's AMAL Position: Q1 2023 in Review

Advisory Services Network sold out of Amalgamated Financial (AMAL) in Q1 2023, closing a stake of 42 shares — an estimated $924 sold.

Advisory Services Network first reported a position in AMAL in Q4 2022 and held it in 1 quarter. The position peaked at $968 in Q4 2022. 118 funds tracked by Wall St. Rank hold AMAL as of Q1 2023.

Advisory Services Network reported no remaining Amalgamated Financial position as of Q1 2023 after selling out during the quarter.
Advisory Services Network sold 42 Amalgamated Financial shares in Q1 2023, an estimated $924.
Advisory Services Network first reported a position in Amalgamated Financial in Q4 2022 and held it in 1 quarter.
Advisory Services Network's Amalgamated Financial position peaked at $968 in Q4 2022.
118 funds tracked by Wall St. Rank held Amalgamated Financial as of Q1 2023.

Based on Advisory Services Network's 13F filing for Q1 2023, filed 17 May 2023.