AAS
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Avantax Advisory Services’s Affiliated Managers Group AMG Stock Holding History

Avantax Advisory Services’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
2024
Q4 		– Sell
-1,605
Closed -$285K – 2182
2024
Q3 		$285K Buy
1,605
+111
+7% +$18.9K ﹤0.01% 1793
2024
Q2 		$233K Buy
+1,494
New +$238K ﹤0.01% 1862

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
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
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Avantax Advisory Services's AMG Position: Q4 2024 in Review

Avantax Advisory Services sold out of Affiliated Managers Group (AMG) in Q4 2024, closing a stake of 1,605 shares — an estimated $285K sold.

Avantax Advisory Services first reported a position in AMG in Q2 2024 and held it in 2 quarters. The position peaked at $285K in Q3 2024. 408 funds tracked by Wall St. Rank hold AMG as of Q4 2024.

  • Avantax Advisory Services reported no remaining Affiliated Managers Group position as of Q4 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 1,605 Affiliated Managers Group shares in Q4 2024, an estimated $285K.
  • Avantax Advisory Services first reported a position in Affiliated Managers Group in Q2 2024 and held it in 2 quarters.
  • Avantax Advisory Services's Affiliated Managers Group position peaked at $285K in Q3 2024.
  • 408 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2024.

Based on Avantax Advisory Services's 13F filing for Q4 2024, filed 10 Feb 2025.