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Dynamic Advisor Solutions’s Amalgamated Financial AMAL Stock Holding History

Dynamic Advisor Solutions’s Portfolio AMAL Stock Details AMAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-12,261
Closed -$243K – 689
2022
Q2 		$243K Sell
12,261
-8,394
-41% -$162K 0.02% 593
2022
Q1 		$371K Buy
20,655
+530
+3% +$9.06K 0.03% 500
2021
Q4 		$337K Buy
20,125
+510
+3% +$8.88K 0.02% 527
2021
Q3 		$310K Buy
19,615
+6,630
+51% +$101K 0.02% 566
2021
Q2 		$203K Buy
+12,985
New +$210K 0.02% 674

Other funds holding AMAL

Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
BlackRock
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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Dynamic Advisor Solutions's AMAL Position: Q3 2022 in Review

Dynamic Advisor Solutions sold out of Amalgamated Financial (AMAL) in Q3 2022, closing a stake of 12,261 shares — an estimated $243K sold.

Dynamic Advisor Solutions first reported a position in AMAL in Q2 2021 and held it in 5 quarters. The position peaked at $371K in Q1 2022. 129 funds tracked by Wall St. Rank hold AMAL as of Q3 2022.

  • Dynamic Advisor Solutions reported no remaining Amalgamated Financial position as of Q3 2022 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 12,261 Amalgamated Financial shares in Q3 2022, an estimated $243K.
  • Dynamic Advisor Solutions first reported a position in Amalgamated Financial in Q2 2021 and held it in 5 quarters.
  • Dynamic Advisor Solutions's Amalgamated Financial position peaked at $371K in Q1 2022.
  • 129 funds tracked by Wall St. Rank held Amalgamated Financial as of Q3 2022.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2022, filed 20 Oct 2022.