AWM
AMG icon

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

Avior 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
-6
Closed -$1.11K – 801
2024
Q4 		$1.11K Sell
6
-4
-40% -$746 ﹤0.01% 2193
2024
Q3 		$1.78K Sell
10
-4
-29% -$679 ﹤0.01% 1991
2024
Q2 		$2.19K Sell
14
-39
-74% -$6.21K ﹤0.01% 1928
2024
Q1 		$8.88K Buy
+53
New +$8.24K ﹤0.01% 1908
2018
Q2 		– Sell
-6
Closed -$1K – 772
2018
Q1 		$1K Hold
6
– – ﹤0.01% 705
2017
Q4 		$1K Buy
+6
New +$1.16K ﹤0.01% 708

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

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

Avior Wealth Management sold out of Affiliated Managers Group (AMG) in Q1 2025, closing a stake of 6 shares — an estimated $1.11K sold.

Avior Wealth Management first reported a position in AMG in Q4 2017 and held it in 6 quarters. The position peaked at $8.88K in Q1 2024. 396 funds tracked by Wall St. Rank hold AMG as of Q1 2025.

  • Avior Wealth Management reported no remaining Affiliated Managers Group position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 6 Affiliated Managers Group shares in Q1 2025, an estimated $1.11K.
  • Avior Wealth Management first reported a position in Affiliated Managers Group in Q4 2017 and held it in 6 quarters.
  • Avior Wealth Management's Affiliated Managers Group position peaked at $8.88K in Q1 2024.
  • 396 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.