BFEC
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Benjamin F. Edwards & Company’s Affiliated Managers Group AMG Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		$5K Hold
35
– – ﹤0.01% 1860
2024
Q1 		$6K Hold
35
– – ﹤0.01% 1801
2023
Q4 		$5K Hold
35
– – ﹤0.01% 1824
2023
Q3 		$5K Hold
35
– – ﹤0.01% 1537
2023
Q2 		$5K Hold
35
– – ﹤0.01% 1528
2023
Q1 		$5K Buy
+35
New +$5.53K ﹤0.01% 1524
2020
Q4 		– Sell
-25
Closed -$2K – 1591
2020
Q3 		$2K Hold
25
– – ﹤0.01% 1559
2020
Q2 		$2K Hold
25
– – ﹤0.01% 1561
2020
Q1 		$1K Hold
25
– – ﹤0.01% 1637
2019
Q4 		$2K Hold
25
– – ﹤0.01% 1752
2019
Q3 		$2K Sell
25
-40
-62% -$3.34K ﹤0.01% 1725
2019
Q2 		$6K Buy
65
+40
+160% +$3.92K ﹤0.01% 1547
2019
Q1 		$3K Sell
25
-12
-32% -$1.27K ﹤0.01% 1553
2018
Q4 		$4K Buy
37
+12
+48% +$1.35K ﹤0.01% 1494
2018
Q3 		$3K Hold
25
– – ﹤0.01% 1461
2018
Q2 		$4K Hold
25
– – ﹤0.01% 1438
2018
Q1 		$5K Hold
25
– – ﹤0.01% 1395
2017
Q4 		$5K Hold
25
– – ﹤0.01% 1342
2017
Q3 		$5K Hold
25
– – ﹤0.01% 1301
2017
Q2 		$4K Sell
25
-65
-72% -$10.4K ﹤0.01% 1264
2017
Q1 		$15K Buy
90
+63
+233% +$9.97K ﹤0.01% 902
2016
Q4 		$4K Hold
27
– – ﹤0.01% 1086
2016
Q3 		$4K Sell
27
-26
-49% -$3.72K ﹤0.01% 976
2016
Q2 		$7K Hold
53
– – ﹤0.01% 853
2016
Q1 		$9K Sell
53
-37
-41% -$5.16K ﹤0.01% 817
2015
Q4 		$14K Buy
90
+2
+2% +$344 ﹤0.01% 765
2015
Q3 		$15K Buy
88
+18
+26% +$3.54K ﹤0.01% 780
2015
Q2 		$15K Buy
70
+7
+11% +$1.56K ﹤0.01% 834
2015
Q1 		$14K Buy
63
+28
+80% +$5.91K ﹤0.01% 826
2014
Q4 		$7K Buy
+35
New +$6.95K ﹤0.01% 846
2014
Q1 		– Sell
-14
Closed -$3K – 891
2013
Q4 		$3K Buy
+14
New +$2.79K ﹤0.01% 791

Other funds holding AMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Benjamin F. Edwards & Company's AMG Position: Q2 2024 in Review

Benjamin F. Edwards & Company held its Affiliated Managers Group (AMG) position steady in Q2 2024 at 35 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1860.

Benjamin F. Edwards & Company first reported a position in AMG in Q4 2013 and has held it in 31 quarters since. The position peaked at $15K in Q1 2017. 406 funds tracked by Wall St. Rank hold AMG as of Q2 2024.

  • Benjamin F. Edwards & Company held 35 shares of Affiliated Managers Group worth $5K as of Q2 2024.
  • Benjamin F. Edwards & Company left its Affiliated Managers Group share count unchanged in Q2 2024.
  • Affiliated Managers Group made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1860 holding.
  • Benjamin F. Edwards & Company first reported a position in Affiliated Managers Group in Q4 2013 and has held it in 31 quarters since.
  • Benjamin F. Edwards & Company's Affiliated Managers Group position peaked at $15K in Q1 2017.
  • 406 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.