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Fort Point Capital Partners’s Silvercrest Asset Management SAMG Stock Holding History

Fort Point Capital Partners’s Portfolio SAMG Stock Details SAMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-30,000
Closed -$552K – 323
2024
Q4 		$552K Buy
+30,000
New +$532K 0.06% 192

Other funds holding SAMG

LPP
Long Path Partners Stamford, Connecticut $220M AUM 25.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
KTA
Keeley-Teton Advisors Chicago, Illinois $825M AUM 5.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fort Point Capital Partners's SAMG Position: Q1 2025 in Review

Fort Point Capital Partners sold out of Silvercrest Asset Management (SAMG) in Q1 2025, closing a stake of 30,000 shares — an estimated $552K sold.

Fort Point Capital Partners first reported a position in SAMG in Q4 2024 and held it in 1 quarter. The position peaked at $552K in Q4 2024. 77 funds tracked by Wall St. Rank hold SAMG as of Q1 2025.

  • Fort Point Capital Partners reported no remaining Silvercrest Asset Management position as of Q1 2025 after selling out during the quarter.
  • Fort Point Capital Partners sold 30,000 Silvercrest Asset Management shares in Q1 2025, an estimated $552K.
  • Fort Point Capital Partners first reported a position in Silvercrest Asset Management in Q4 2024 and held it in 1 quarter.
  • Fort Point Capital Partners's Silvercrest Asset Management position peaked at $552K in Q4 2024.
  • 77 funds tracked by Wall St. Rank held Silvercrest Asset Management as of Q1 2025.

Based on Fort Point Capital Partners's 13F filing for Q1 2025, filed 15 May 2025.