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Carolinas Wealth Consulting’s Affiliated Managers Group AMG Stock Holding History

Carolinas Wealth Consulting’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
2023
Q1 		– Sell
-3
Closed -$475 – 1065
2022
Q4 		$475 Buy
+3
New +$424 ﹤0.01% 999

Other funds holding AMG

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
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return

Carolinas Wealth Consulting's AMG Position: Q1 2023 in Review

Carolinas Wealth Consulting sold out of Affiliated Managers Group (AMG) in Q1 2023, closing a stake of 3 shares — an estimated $475 sold.

Carolinas Wealth Consulting first reported a position in AMG in Q4 2022 and held it in 1 quarter. The position peaked at $475 in Q4 2022. 386 funds tracked by Wall St. Rank hold AMG as of Q1 2023.

  • Carolinas Wealth Consulting reported no remaining Affiliated Managers Group position as of Q1 2023 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 3 Affiliated Managers Group shares in Q1 2023, an estimated $475.
  • Carolinas Wealth Consulting first reported a position in Affiliated Managers Group in Q4 2022 and held it in 1 quarter.
  • Carolinas Wealth Consulting's Affiliated Managers Group position peaked at $475 in Q4 2022.
  • 386 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2023, filed 16 May 2023.