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

Baystate 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
2023 Q4	$341	Buy	+2	New	+$269	﹤0.01%	1228
2023 Q3	–	Sell	-312	Closed	-$43.6K	–	1021
2023 Q2	$46.8K	Hold	312	–	–	﹤0.01%	337
2023 Q1	$44.5K	Hold	312	–	–	﹤0.01%	351
2022 Q4	$49K	Hold	312	–	–	﹤0.01%	329
2022 Q3	$35K	Hold	312	–	–	﹤0.01%	357
2022 Q2	$36K	Hold	312	–	–	﹤0.01%	360
2022 Q1	$44K	Hold	312	–	–	﹤0.01%	339
2021 Q4	$51K	Hold	312	–	–	﹤0.01%	320
2021 Q3	$47K	Hold	312	–	–	﹤0.01%	306
2021 Q2	$48K	Buy	+312	New	+$49.8K	﹤0.01%	285

Other funds holding AMG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CCP

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

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

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Baystate Wealth Management's AMG Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Affiliated Managers Group (AMG) in Q4 2023: 2 shares worth $341. The stake represents ﹤0.01% of the portfolio and ranks #1228 among its holdings. This is a return to the name: Baystate Wealth Management previously reported a position in AMG as recently as Q2 2023.

Baystate Wealth Management first reported a position in AMG in Q2 2021 and has held it in 10 quarters since. The position peaked at $51K in Q4 2021. 383 funds tracked by Wall St. Rank hold AMG as of Q4 2023.

Baystate Wealth Management held 2 shares of Affiliated Managers Group worth $341 as of Q4 2023.
Affiliated Managers Group was a new Baystate Wealth Management position in Q4 2023.
Affiliated Managers Group made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1228 holding.
Baystate Wealth Management first reported a position in Affiliated Managers Group in Q2 2021 and has held it in 10 quarters since.
Baystate Wealth Management's Affiliated Managers Group position peaked at $51K in Q4 2021.
383 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.