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Harvest Group Wealth Management’s Affiliated Managers Group AMG Stock Holding History

Harvest Group Wealth Management’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
-3
Closed – – 66
2020
Q4 		$0 Hold
3
– – ﹤0.01% 638
2020
Q3 		$0 Buy
+3
New +$210 ﹤0.01% 580
2020
Q2 		– Sell
-3
Closed – – 476
2020
Q1 		$0 Buy
+3
New +$225 ﹤0.01% 494
2019
Q4 		– Sell
-26
Closed -$2K – 961
2019
Q3 		$2K Buy
+26
New +$2.17K ﹤0.01% 631

Other funds holding AMG

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.18B AUM 0.37% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.85B AUM 15.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

Harvest Group Wealth Management's AMG Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Affiliated Managers Group (AMG) in Q1 2021, closing a stake of 3 shares.

Harvest Group Wealth Management first reported a position in AMG in Q3 2019 and held it in 4 quarters. The position peaked at $2K in Q3 2019. 320 funds tracked by Wall St. Rank hold AMG as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Affiliated Managers Group position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 3 Affiliated Managers Group shares in Q1 2021.
  • Harvest Group Wealth Management first reported a position in Affiliated Managers Group in Q3 2019 and held it in 4 quarters.
  • Harvest Group Wealth Management's Affiliated Managers Group position peaked at $2K in Q3 2019.
  • 320 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.