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Garrett Wealth Advisory Group’s Silvercrest Asset Management SAMG Stock Holding History

Garrett Wealth Advisory Group’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
2019
Q4 		– Sell
-70
Closed -$861 – 530
2019
Q3 		$861 Buy
+70
New +$939 ﹤0.01% 735

Other funds holding SAMG

Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return

Garrett Wealth Advisory Group's SAMG Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Silvercrest Asset Management (SAMG) in Q4 2019, closing a stake of 70 shares — an estimated $861 sold.

Garrett Wealth Advisory Group first reported a position in SAMG in Q3 2019 and held it in 1 quarter. The position peaked at $861 in Q3 2019. 58 funds tracked by Wall St. Rank hold SAMG as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Silvercrest Asset Management position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 70 Silvercrest Asset Management shares in Q4 2019, an estimated $861.
  • Garrett Wealth Advisory Group first reported a position in Silvercrest Asset Management in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Silvercrest Asset Management position peaked at $861 in Q3 2019.
  • 58 funds tracked by Wall St. Rank held Silvercrest Asset Management as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.