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Buckingham Strategic Wealth’s Affiliated Managers Group AMG Stock Holding History

Buckingham Strategic Wealth’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
Q4 		– Sell
-12,794
Closed -$875K – 533
2020
Q3 		$875K Buy
+12,794
New +$894K 0.07% 193

Other funds holding AMG

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 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

Buckingham Strategic Wealth's AMG Position: Q4 2020 in Review

Buckingham Strategic Wealth sold out of Affiliated Managers Group (AMG) in Q4 2020, closing a stake of 12,794 shares — an estimated $875K sold.

Buckingham Strategic Wealth first reported a position in AMG in Q3 2020 and held it in 1 quarter. The position peaked at $875K in Q3 2020. 297 funds tracked by Wall St. Rank hold AMG as of Q4 2020.

  • Buckingham Strategic Wealth reported no remaining Affiliated Managers Group position as of Q4 2020 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 12,794 Affiliated Managers Group shares in Q4 2020, an estimated $875K.
  • Buckingham Strategic Wealth first reported a position in Affiliated Managers Group in Q3 2020 and held it in 1 quarter.
  • Buckingham Strategic Wealth's Affiliated Managers Group position peaked at $875K in Q3 2020.
  • 297 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2020.

Based on Buckingham Strategic Wealth's 13F filing for Q4 2020, filed 16 Feb 2021.