First Personal Financial Services’s Affiliated Managers Group AMG Stock Holding History

First Personal Financial 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
2024 Q3	$356	Buy	+2	New	+$340	﹤0.01%	416
2018 Q4	–	Sell	-16	Closed	-$2K	–	651
2018 Q3	$2K	Buy	+16	New	+$2.36K	﹤0.01%	650
2018 Q2	–	Sell	-133	Closed	-$25K	–	663
2018 Q1	$25K	Sell	133 -66	-33%	-$12.9K	0.01%	582
2017 Q4	$41K	Buy	199 +14	+8%	+$2.71K	0.01%	516
2017 Q3	$35K	Hold	185	–	–	0.01%	486
2017 Q2	$31K	Buy	185 +4	+2%	+$639	0.01%	508
2017 Q1	$30K	Hold	181	–	–	0.01%	494
2016 Q4	$26K	Sell	181 -2	-1%	-$290	0.01%	494
2016 Q3	$26K	Buy	183 +5	+3%	+$716	0.01%	389
2016 Q2	$25K	Buy	+178	New	+$29.1K	0.01%	380
2015 Q4	–	Sell	-10	Closed	-$2K	–	395
2015 Q3	$2K	Buy	+10	New	+$1.97K	﹤0.01%	383

Other funds holding AMG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

First Personal Financial Services's AMG Position: Q3 2024 in Review

First Personal Financial Services opened a new position in Affiliated Managers Group (AMG) in Q3 2024: 2 shares worth $356. The stake represents ﹤0.01% of the portfolio and ranks #416 among its holdings. This is a return to the name: First Personal Financial Services previously reported a position in AMG as recently as Q3 2018.

First Personal Financial Services first reported a position in AMG in Q3 2015 and has held it in 11 quarters since. The position peaked at $41K in Q4 2017. 421 funds tracked by Wall St. Rank hold AMG as of Q3 2024.

First Personal Financial Services held 2 shares of Affiliated Managers Group worth $356 as of Q3 2024.
Affiliated Managers Group was a new First Personal Financial Services position in Q3 2024.
Affiliated Managers Group made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #416 holding.
First Personal Financial Services first reported a position in Affiliated Managers Group in Q3 2015 and has held it in 11 quarters since.
First Personal Financial Services's Affiliated Managers Group position peaked at $41K in Q4 2017.
421 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.