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Bartlett & Co Wealth Management’s Affiliated Managers Group AMG Stock Holding History

Bartlett & Co 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
2024
Q1 		– Sell
-125
Closed -$19.1K – 1132
2023
Q4 		$19.1K Buy
+125
New +$16.8K ﹤0.01% 891
2021
Q3 		– Sell
-11
Closed -$1.7K – 944
2021
Q2 		$1.7K Hold
11
– – ﹤0.01% 877
2021
Q1 		$1.64K Hold
11
– – ﹤0.01% 905
2020
Q4 		$1.12K Buy
+11
New +$950 ﹤0.01% 1023

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 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

Bartlett & Co Wealth Management's AMG Position: Q1 2024 in Review

Bartlett & Co Wealth Management sold out of Affiliated Managers Group (AMG) in Q1 2024, closing a stake of 125 shares — an estimated $19.1K sold.

Bartlett & Co Wealth Management first reported a position in AMG in Q4 2020 and held it in 4 quarters. The position peaked at $19.1K in Q4 2023. 403 funds tracked by Wall St. Rank hold AMG as of Q1 2024.

  • Bartlett & Co Wealth Management reported no remaining Affiliated Managers Group position as of Q1 2024 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 125 Affiliated Managers Group shares in Q1 2024, an estimated $19.1K.
  • Bartlett & Co Wealth Management first reported a position in Affiliated Managers Group in Q4 2020 and held it in 4 quarters.
  • Bartlett & Co Wealth Management's Affiliated Managers Group position peaked at $19.1K in Q4 2023.
  • 403 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2024.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.