Atria Investments’s Affiliated Managers Group AMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,525
| Closed | -$424K | – | 1985 |
|
|
2025
Q1 | $424K | Sell |
2,525
-246
| -9% | -$41.3K | 0.01% | 1442 |
|
|
2024
Q4 | $512K | Sell |
2,771
-265
| -9% | -$49K | 0.01% | 1315 |
|
|
2024
Q3 | $540K | Buy |
+3,036
| New | +$540K | 0.01% | 1281 |
|
|
2021
Q2 | – | Sell |
-9,362
| Closed | -$1.4M | – | 763 |
|
|
2021
Q1 | $1.4M | Sell |
9,362
-17,004
| -64% | -$2.53M | 0.03% | 585 |
|
|
2020
Q4 | $2.68M | Sell |
26,366
-810
| -3% | -$82.4K | 0.06% | 332 |
|
|
2020
Q3 | $1.86M | Buy |
27,176
+981
| +4% | +$67.1K | 0.06% | 366 |
|
|
2020
Q2 | $1.95M | Buy |
26,195
+4,307
| +20% | +$321K | 0.07% | 316 |
|
|
2020
Q1 | $1.29M | Buy |
+21,888
| New | +$1.29M | 0.1% | 191 |
|
|
2013
Q3 | – | Sell |
-2,470
| Closed | -$405K | – | 445 |
|
|
2013
Q2 | $405K | Buy |
+2,470
| New | +$405K | 0.05% | 222 |
|