CCA
AMG icon

Checchi Capital Advisers’s Affiliated Managers Group AMG Stock Holding History

Checchi Capital Advisers’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
2026
Q1 		$307K Buy
1,110
+29
+3% +$8.74K 0.02% 464
2025
Q4 		$312K Hold
1,081
– – 0.02% 425
2025
Q3 		$258K Buy
1,081
+25
+2% +$5.51K 0.02% 477
2025
Q2 		$208K Buy
+1,056
New +$183K 0.01% 551
2016
Q3 		– Sell
-390
Closed -$55K – 432
2016
Q2 		$55K Buy
390
+23
+6% +$3.77K 0.01% 793
2016
Q1 		$60K Buy
+367
New +$51.2K 0.02% 769

Other funds holding AMG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return