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Confluence Wealth Services’s Affiliated Managers Group AMG Stock Holding History

Confluence Wealth Services’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
2022
Q1 		– Sell
-485
Closed -$79K – 287
2021
Q4 		$79K Buy
+485
New +$81.3K 0.03% 368

Other funds holding AMG

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 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
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return

Confluence Wealth Services's AMG Position: Q1 2022 in Review

Confluence Wealth Services sold out of Affiliated Managers Group (AMG) in Q1 2022, closing a stake of 485 shares — an estimated $79K sold.

Confluence Wealth Services first reported a position in AMG in Q4 2021 and held it in 1 quarter. The position peaked at $79K in Q4 2021. 334 funds tracked by Wall St. Rank hold AMG as of Q1 2022.

  • Confluence Wealth Services reported no remaining Affiliated Managers Group position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 485 Affiliated Managers Group shares in Q1 2022, an estimated $79K.
  • Confluence Wealth Services first reported a position in Affiliated Managers Group in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Affiliated Managers Group position peaked at $79K in Q4 2021.
  • 334 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.