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FDx Advisors’s Affiliated Managers Group AMG Stock Holding History

FDx Advisors’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
Q3 		– Sell
-1,548
Closed -$232K – 630
2023
Q2 		$232K Buy
+1,548
New +$222K 0.01% 670
2022
Q2 		– Sell
-1,582
Closed -$223K – 803
2022
Q1 		$223K Buy
+1,582
New +$227K 0.01% 768
2019
Q3 		– Sell
-2,466
Closed -$227K – 630
2019
Q2 		$227K Buy
2,466
+460
+23% +$45.1K 0.01% 728
2019
Q1 		$215K Buy
+2,006
New +$213K 0.01% 710
2018
Q4 		– Sell
-1,489
Closed -$204K – 557
2018
Q3 		$204K Buy
1,489
+48
+3% +$7.09K 0.01% 825
2018
Q2 		$214K Sell
1,441
-10,907
-88% -$1.8M 0.01% 831
2018
Q1 		$2.34M Sell
12,348
-595
-5% -$116K 0.07% 251
2017
Q4 		$2.66M Sell
12,943
-391
-3% -$75.8K 0.07% 233
2017
Q3 		$2.53M Buy
13,334
+176
+1% +$31.3K 0.07% 243
2017
Q2 		$2.18M Sell
13,158
-881
-6% -$141K 0.06% 273
2017
Q1 		$2.3M Buy
14,039
+276
+2% +$43.7K 0.07% 263
2016
Q4 		$2M Sell
13,763
-29
-0.2% -$4.21K 0.06% 283
2016
Q3 		$2M Buy
13,792
+2,516
+22% +$360K 0.08% 205
2016
Q2 		$1.59M Buy
11,276
+3,955
+54% +$647K 0.07% 248
2016
Q1 		$1.19M Buy
7,321
+4,594
+168% +$641K 0.05% 309
2015
Q4 		$436K Sell
2,727
-377
-12% -$64.8K 0.02% 604
2015
Q3 		$531K Buy
3,104
+357
+13% +$70.2K 0.05% 426
2015
Q2 		$596K Buy
+2,747
New +$611K 0.03% 513
2015
Q1 		– Sell
-3,849
Closed -$817K – 1865
2014
Q4 		$817K Buy
3,849
+732
+23% +$145K 0.05% 376
2014
Q3 		$625K Sell
3,117
-87
-3% -$17.8K 0.04% 482
2014
Q2 		$658K Buy
3,204
+1,302
+68% +$252K 0.04% 484
2014
Q1 		$380K Buy
1,902
+106
+6% +$20.8K 0.03% 530
2013
Q4 		$390K Sell
1,796
-960
-35% -$192K 0.04% 427
2013
Q3 		$503K Sell
2,756
-1,484
-35% -$264K 0.06% 297
2013
Q2 		$695K Buy
+4,240
New +$671K 0.09% 200

Other funds holding AMG

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return

FDx Advisors's AMG Position: Q3 2023 in Review

FDx Advisors sold out of Affiliated Managers Group (AMG) in Q3 2023, closing a stake of 1,548 shares — an estimated $232K sold.

FDx Advisors first reported a position in AMG in Q2 2013 and held it in 25 quarters. The position peaked at $2.66M in Q4 2017. 357 funds tracked by Wall St. Rank hold AMG as of Q3 2023.

  • FDx Advisors reported no remaining Affiliated Managers Group position as of Q3 2023 after selling out during the quarter.
  • FDx Advisors sold 1,548 Affiliated Managers Group shares in Q3 2023, an estimated $232K.
  • FDx Advisors first reported a position in Affiliated Managers Group in Q2 2013 and held it in 25 quarters.
  • FDx Advisors's Affiliated Managers Group position peaked at $2.66M in Q4 2017.
  • 357 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2023.

Based on FDx Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.