Concord Wealth Partners’s Affiliated Managers Group AMG Stock Holding History

Concord Wealth Partners’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 Q4	–	Sell	-18	Closed	-$2.35K	–	816
2023 Q3	$2.35K	Hold	18	–	–	﹤0.01%	846
2023 Q2	$2.7K	Hold	18	–	–	﹤0.01%	818
2023 Q1	$2.56K	Hold	18	–	–	﹤0.01%	773
2022 Q4	$2.85K	Buy	+18	New	+$2.55K	﹤0.01%	876
2022 Q3	–	Sell	-18	Closed	-$2K	–	197
2022 Q2	$2K	Hold	18	–	–	﹤0.01%	987
2022 Q1	$3K	Hold	18	–	–	﹤0.01%	996
2021 Q4	$3K	Hold	18	–	–	﹤0.01%	1026
2021 Q3	$3K	Hold	18	–	–	﹤0.01%	663
2021 Q2	$3K	Hold	18	–	–	﹤0.01%	801
2021 Q1	$3K	Buy	+18	New	+$2.35K	﹤0.01%	744

Other funds holding AMG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Concord Wealth Partners's AMG Position: Q4 2023 in Review

Concord Wealth Partners sold out of Affiliated Managers Group (AMG) in Q4 2023, closing a stake of 18 shares — an estimated $2.35K sold.

Concord Wealth Partners first reported a position in AMG in Q1 2021 and held it in 10 quarters. The position peaked at $3K in Q1 2022. 383 funds tracked by Wall St. Rank hold AMG as of Q4 2023.

Concord Wealth Partners reported no remaining Affiliated Managers Group position as of Q4 2023 after selling out during the quarter.
Concord Wealth Partners sold 18 Affiliated Managers Group shares in Q4 2023, an estimated $2.35K.
Concord Wealth Partners first reported a position in Affiliated Managers Group in Q1 2021 and held it in 10 quarters.
Concord Wealth Partners's Affiliated Managers Group position peaked at $3K in Q1 2022.
383 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2023.

Based on Concord Wealth Partners's 13F filing for Q4 2023, filed 6 Feb 2024.