FCH
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Freestone Capital Holdings’s Affiliated Managers Group AMG Stock Holding History

Freestone Capital Holdings’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
2021
Q1 		– Sell
-20
Closed -$2.03K – 421
2020
Q4 		$2.03K Hold
20
– – ﹤0.01% 1139
2020
Q3 		$1.37K Buy
+20
New +$1.4K ﹤0.01% 1080

Other funds holding AMG

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 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
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Freestone Capital Holdings's AMG Position: Q1 2021 in Review

Freestone Capital Holdings sold out of Affiliated Managers Group (AMG) in Q1 2021, closing a stake of 20 shares — an estimated $2.03K sold.

Freestone Capital Holdings first reported a position in AMG in Q3 2020 and held it in 2 quarters. The position peaked at $2.03K in Q4 2020. 319 funds tracked by Wall St. Rank hold AMG as of Q1 2021.

  • Freestone Capital Holdings reported no remaining Affiliated Managers Group position as of Q1 2021 after selling out during the quarter.
  • Freestone Capital Holdings sold 20 Affiliated Managers Group shares in Q1 2021, an estimated $2.03K.
  • Freestone Capital Holdings first reported a position in Affiliated Managers Group in Q3 2020 and held it in 2 quarters.
  • Freestone Capital Holdings's Affiliated Managers Group position peaked at $2.03K in Q4 2020.
  • 319 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2021.

Based on Freestone Capital Holdings's 13F filing for Q1 2021, filed 17 May 2021.