FCAG
AMG icon

First Capital Advisors Group’s Affiliated Managers Group AMG Stock Holding History

First Capital Advisors Group’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
Q2 		$44.4K Buy
+296
New +$42.4K 0.02% 317
2018
Q2 		– Sell
-39
Closed -$7K – 198
2018
Q1 		$7K Buy
+39
New +$7.6K ﹤0.01% 586

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
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 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
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

First Capital Advisors Group's AMG Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in Affiliated Managers Group (AMG) in Q2 2023: 296 shares worth $44.4K. The stake represents 0.02% of the portfolio and ranks #317 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in AMG as recently as Q1 2018.

First Capital Advisors Group first reported a position in AMG in Q1 2018 and has held it in 2 quarters since. 380 funds tracked by Wall St. Rank hold AMG as of Q2 2023.

  • First Capital Advisors Group held 296 shares of Affiliated Managers Group worth $44.4K as of Q2 2023.
  • Affiliated Managers Group was a new First Capital Advisors Group position in Q2 2023.
  • Affiliated Managers Group made up 0.02% of First Capital Advisors Group's portfolio in Q2 2023, its #317 holding.
  • First Capital Advisors Group first reported a position in Affiliated Managers Group in Q1 2018 and has held it in 2 quarters since.
  • 380 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.