Capital Advisory Group Advisory Services’s Affiliated Managers Group AMG Stock Holding History

Capital Advisory Group Advisory Services’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
2022 Q2	–	Sell	-50	Closed	-$7K	–	217
2022 Q1	$7K	Buy	+50	New	+$7.18K	﹤0.01%	396
2021 Q4	–	Sell	-50	Closed	-$8K	–	182
2021 Q3	$8K	Hold	50	–	–	﹤0.01%	413
2021 Q2	$8K	Hold	50	–	–	﹤0.01%	416
2021 Q1	$7K	Hold	50	–	–	﹤0.01%	418
2020 Q4	$5K	Hold	50	–	–	﹤0.01%	430
2020 Q3	$3K	Hold	50	–	–	﹤0.01%	414
2020 Q2	$4K	Hold	50	–	–	﹤0.01%	381
2020 Q1	$3K	Buy	+50	New	+$3.75K	﹤0.01%	343
2019 Q4	–	Sell	-145	Closed	-$12K	–	208
2019 Q3	$12K	Hold	145	–	–	0.01%	256
2019 Q2	$13K	Hold	145	–	–	0.01%	256
2019 Q1	$16K	Buy	145 +65	+81%	+$6.91K	0.01%	231
2018 Q4	$8K	Buy	+80	New	+$9.04K	0.01%	264

Other funds holding AMG

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 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

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

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Capital Advisory Group Advisory Services's AMG Position: Q2 2022 in Review

Capital Advisory Group Advisory Services sold out of Affiliated Managers Group (AMG) in Q2 2022, closing a stake of 50 shares — an estimated $7K sold.

Capital Advisory Group Advisory Services first reported a position in AMG in Q4 2018 and held it in 12 quarters. The position peaked at $16K in Q1 2019. 309 funds tracked by Wall St. Rank hold AMG as of Q2 2022.

Capital Advisory Group Advisory Services reported no remaining Affiliated Managers Group position as of Q2 2022 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 50 Affiliated Managers Group shares in Q2 2022, an estimated $7K.
Capital Advisory Group Advisory Services first reported a position in Affiliated Managers Group in Q4 2018 and held it in 12 quarters.
Capital Advisory Group Advisory Services's Affiliated Managers Group position peaked at $16K in Q1 2019.
309 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2022.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2022, filed 12 Aug 2022.