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Cherry Tree Wealth Management’s Affiliated Managers Group AMG Stock Holding History

Cherry Tree Wealth Management’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
2025
Q2 		– Sell
-2
Closed -$337 – 614
2025
Q1 		$337 Hold
2
– – ﹤0.01% 739
2024
Q4 		$370 Buy
+2
New +$373 ﹤0.01% 624

Other funds holding AMG

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Cherry Tree Wealth Management's AMG Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of Affiliated Managers Group (AMG) in Q2 2025, closing a stake of 2 shares — an estimated $337 sold.

Cherry Tree Wealth Management first reported a position in AMG in Q4 2024 and held it in 2 quarters. The position peaked at $370 in Q4 2024. 433 funds tracked by Wall St. Rank hold AMG as of Q2 2025.

  • Cherry Tree Wealth Management reported no remaining Affiliated Managers Group position as of Q2 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 2 Affiliated Managers Group shares in Q2 2025, an estimated $337.
  • Cherry Tree Wealth Management first reported a position in Affiliated Managers Group in Q4 2024 and held it in 2 quarters.
  • Cherry Tree Wealth Management's Affiliated Managers Group position peaked at $370 in Q4 2024.
  • 433 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.