FP
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Financial Perspectives’s Affiliated Managers Group AMG Stock Holding History

Financial Perspectives’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
2020
Q4 		– Sell
-88
Closed -$6.02K – 598
2020
Q3 		$6.02K Hold
88
– – ﹤0.01% 404
2020
Q2 		$6.56K Hold
88
– – ﹤0.01% 385
2020
Q1 		$5.2K Hold
88
– – ﹤0.01% 380
2019
Q4 		$7.46K Buy
+88
New +$7.22K 0.01% 363

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
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 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
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return

Financial Perspectives's AMG Position: Q4 2020 in Review

Financial Perspectives sold out of Affiliated Managers Group (AMG) in Q4 2020, closing a stake of 88 shares — an estimated $6.02K sold.

Financial Perspectives first reported a position in AMG in Q4 2019 and held it in 4 quarters. The position peaked at $7.46K in Q4 2019. 297 funds tracked by Wall St. Rank hold AMG as of Q4 2020.

  • Financial Perspectives reported no remaining Affiliated Managers Group position as of Q4 2020 after selling out during the quarter.
  • Financial Perspectives sold 88 Affiliated Managers Group shares in Q4 2020, an estimated $6.02K.
  • Financial Perspectives first reported a position in Affiliated Managers Group in Q4 2019 and held it in 4 quarters.
  • Financial Perspectives's Affiliated Managers Group position peaked at $7.46K in Q4 2019.
  • 297 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2020.

Based on Financial Perspectives's 13F filing for Q4 2020, filed 10 Jan 2024.