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AE Wealth Management’s Affiliated Managers Group AMG Stock Holding History

AE 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
2025
Q1 		– Sell
-2,152
Closed -$398K – 2147
2024
Q4 		$398K Buy
2,152
+970
+82% +$181K ﹤0.01% 978
2024
Q3 		$210K Buy
+1,182
New +$201K ﹤0.01% 1162
2024
Q1 		– Sell
-2,484
Closed -$377K – 1178
2023
Q4 		$377K Buy
+2,484
New +$334K ﹤0.01% 1597
2023
Q1 		– Sell
-4,789
Closed -$759K – 1874
2022
Q4 		$759K Buy
4,789
+267
+6% +$37.8K 0.01% 1108
2022
Q3 		$506K Buy
+4,522
New +$567K ﹤0.01% 1258

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

AE Wealth Management's AMG Position: Q1 2025 in Review

AE Wealth Management sold out of Affiliated Managers Group (AMG) in Q1 2025, closing a stake of 2,152 shares — an estimated $398K sold.

AE Wealth Management first reported a position in AMG in Q3 2022 and held it in 5 quarters. The position peaked at $759K in Q4 2022. 396 funds tracked by Wall St. Rank hold AMG as of Q1 2025.

  • AE Wealth Management reported no remaining Affiliated Managers Group position as of Q1 2025 after selling out during the quarter.
  • AE Wealth Management sold 2,152 Affiliated Managers Group shares in Q1 2025, an estimated $398K.
  • AE Wealth Management first reported a position in Affiliated Managers Group in Q3 2022 and held it in 5 quarters.
  • AE Wealth Management's Affiliated Managers Group position peaked at $759K in Q4 2022.
  • 396 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2025.

Based on AE Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.