American Portfolios Advisors’s Affiliated Managers Group AMG Stock Holding History

American Portfolios Advisors’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
2022 Q2	–	Sell	-9	Closed	-$1.27K	–	3529
2022 Q1	$1.27K	Hold	9	–	–	﹤0.01%	3317
2021 Q4	$1.48K	Hold	9	–	–	﹤0.01%	3246
2021 Q3	$1.36K	Buy	+9	New	+$1.47K	﹤0.01%	3242
2019 Q2	–	Sell	-63	Closed	-$6.75K	–	2730
2019 Q1	$6.75K	Hold	63	–	–	﹤0.01%	1978
2018 Q4	$6.14K	Sell	63 -301	-83%	-$34K	﹤0.01%	1800
2018 Q3	$49.8K	Buy	364 +156	+75%	+$23K	0.01%	1115
2018 Q2	$30.9K	Hold	208	–	–	﹤0.01%	1272
2018 Q1	$39.4K	Sell	208 -145	-41%	-$28.2K	0.01%	1124
2017 Q4	$72.5K	Buy	+353	New	+$68.4K	0.01%	853

Other funds holding AMG

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

American Portfolios Advisors's AMG Position: Q2 2022 in Review

American Portfolios Advisors sold out of Affiliated Managers Group (AMG) in Q2 2022, closing a stake of 9 shares — an estimated $1.27K sold.

American Portfolios Advisors first reported a position in AMG in Q4 2017 and held it in 9 quarters. The position peaked at $72.5K in Q4 2017. 310 funds tracked by Wall St. Rank hold AMG as of Q2 2022.

American Portfolios Advisors reported no remaining Affiliated Managers Group position as of Q2 2022 after selling out during the quarter.
American Portfolios Advisors sold 9 Affiliated Managers Group shares in Q2 2022, an estimated $1.27K.
American Portfolios Advisors first reported a position in Affiliated Managers Group in Q4 2017 and held it in 9 quarters.
American Portfolios Advisors's Affiliated Managers Group position peaked at $72.5K in Q4 2017.
310 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2022.

Based on American Portfolios Advisors's 13F filing for Q2 2022, filed 20 Mar 2023.