CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Silvercrest Asset Management SAMG Stock Holding History

CAPTRUST Financial Advisors’s Portfolio SAMG Stock Details SAMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-62,281
Closed -$802K – 3204
2020
Q2 		$802K Buy
+62,281
New +$802K 0.01% 566
2020
Q1 		– Sell
-62,281
Closed -$791K – 1418
2019
Q4 		$791K Buy
+62,281
New +$791K 0.01% 560