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

BerganKDV 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
2020
Q2 		– Sell
-23
Closed -$1K – 951
2020
Q1 		$1K Hold
23
– – ﹤0.01% 780
2019
Q4 		$2K Buy
23
+15
+188% +$1.23K ﹤0.01% 747
2019
Q3 		$1K Hold
8
– – ﹤0.01% 649
2019
Q2 		$1K Sell
8
-7
-47% -$687 ﹤0.01% 688
2019
Q1 		$2K Hold
15
– – ﹤0.01% 650
2018
Q4 		$1K Buy
15
+8
+114% +$903 ﹤0.01% 639
2018
Q3 		$1K Hold
7
– – ﹤0.01% 598
2018
Q2 		$1K Buy
+7
New +$1.15K ﹤0.01% 618

Other funds holding AMG

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

BerganKDV Wealth Management's AMG Position: Q2 2020 in Review

BerganKDV Wealth Management sold out of Affiliated Managers Group (AMG) in Q2 2020, closing a stake of 23 shares — an estimated $1K sold.

BerganKDV Wealth Management first reported a position in AMG in Q2 2018 and held it in 8 quarters. The position peaked at $2K in Q4 2019. 291 funds tracked by Wall St. Rank hold AMG as of Q2 2020.

  • BerganKDV Wealth Management reported no remaining Affiliated Managers Group position as of Q2 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 23 Affiliated Managers Group shares in Q2 2020, an estimated $1K.
  • BerganKDV Wealth Management first reported a position in Affiliated Managers Group in Q2 2018 and held it in 8 quarters.
  • BerganKDV Wealth Management's Affiliated Managers Group position peaked at $2K in Q4 2019.
  • 291 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2020.

Based on BerganKDV Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.