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Cetera Advisor Networks’s Affiliated Managers Group AMG Stock Holding History

Cetera Advisor Networks’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
2024
Q1 		$396K Sell
2,362
-81
-3% -$12.6K ﹤0.01% 2086
2023
Q4 		$370K Sell
2,443
-16
-0.7% -$2.15K ﹤0.01% 2094
2023
Q3 		$321K Buy
2,459
+816
+50% +$114K ﹤0.01% 2112
2023
Q2 		$246K Buy
1,643
+58
+4% +$8.3K ﹤0.01% 2221
2023
Q1 		$226K Sell
1,585
-37
-2% -$5.85K ﹤0.01% 2235
2022
Q4 		$257K Buy
+1,622
New +$229K ﹤0.01% 2096
2020
Q3 		– Sell
-7
Closed -$1K – 1297
2020
Q2 		$1K Buy
+7
New +$473 ﹤0.01% 3305

Other funds holding AMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Cetera Advisor Networks's AMG Position: Q1 2024 in Review

Cetera Advisor Networks reduced its Affiliated Managers Group (AMG) stake by 3.3% in Q1 2024, selling an estimated $12.6K and leaving 2,362 shares worth $396K. The position accounts for ﹤0.01% of the portfolio, ranked #2086.

Cetera Advisor Networks first reported a position in AMG in Q2 2020 and has held it in 7 quarters since. 404 funds tracked by Wall St. Rank hold AMG as of Q1 2024.

  • Cetera Advisor Networks held 2,362 shares of Affiliated Managers Group worth $396K as of Q1 2024.
  • Cetera Advisor Networks sold 81 Affiliated Managers Group shares in Q1 2024, an estimated $12.6K.
  • Affiliated Managers Group made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2086 holding.
  • Cetera Advisor Networks first reported a position in Affiliated Managers Group in Q2 2020 and has held it in 7 quarters since.
  • 404 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.