IFP Advisors’s Affiliated Managers Group AMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $516K | Buy |
1,864
+1,249
| +203% | +$376K | 0.01% | 945 |
|
|
2025
Q4 | $177K | Buy |
615
+539
| +709% | +$139K | ﹤0.01% | 1438 |
|
|
2025
Q3 | $18.1K | Hold |
76
| – | – | ﹤0.01% | 2628 |
|
|
2025
Q2 | $15K | Sell |
76
-38
| -33% | -$6.59K | ﹤0.01% | 2700 |
|
|
2025
Q1 | $19.2K | Buy |
114
+19
| +20% | +$3.31K | ﹤0.01% | 2299 |
|
|
2024
Q4 | $17.6K | Buy |
95
+22
| +30% | +$4.11K | ﹤0.01% | 2308 |
|
|
2024
Q3 | $13K | Sell |
73
-173
| -70% | -$29.4K | ﹤0.01% | 2323 |
|
|
2024
Q2 | $38.4K | Buy |
246
+56
| +29% | +$8.92K | ﹤0.01% | 1782 |
|
|
2024
Q1 | $31.7K | Sell |
190
-67
| -26% | -$10.4K | ﹤0.01% | 1763 |
|
|
2023
Q4 | $38.8K | Sell |
257
-65
| -20% | -$8.73K | ﹤0.01% | 1640 |
|
|
2023
Q3 | $41.9K | Sell |
322
-5
| -2% | -$699 | ﹤0.01% | 1626 |
|
|
2023
Q2 | $49K | Buy |
327
+69
| +27% | +$9.88K | ﹤0.01% | 1613 |
|
|
2023
Q1 | $16.1K | Sell |
258
-65
| -20% | -$10.3K | ﹤0.01% | 2101 |
|
|
2022
Q4 | $29K | Sell |
323
-116
| -26% | -$16.4K | ﹤0.01% | 2608 |
|
|
2022
Q3 | $32K | Buy |
439
+158
| +56% | +$19.8K | ﹤0.01% | 2711 |
|
|
2022
Q2 | $19K | Hold |
281
| – | – | ﹤0.01% | 2872 |
|
|
2022
Q1 | $19K | Buy |
281
+10
| +4% | +$1.44K | ﹤0.01% | 2872 |
|
|
2021
Q4 | $46K | Sell |
271
-136
| -33% | -$22.8K | ﹤0.01% | 1579 |
|
|
2021
Q3 | $63K | Buy |
407
+142
| +54% | +$23.3K | ﹤0.01% | 1487 |
|
|
2021
Q2 | $42K | Buy |
265
+5
| +2% | +$798 | ﹤0.01% | 1598 |
|
|
2021
Q1 | $38K | Sell |
260
-18
| -6% | -$2.35K | ﹤0.01% | 1575 |
|
|
2020
Q4 | $28K | Hold |
278
| – | – | ﹤0.01% | 1664 |
|
|
2020
Q3 | $19K | Hold |
278
| – | – | ﹤0.01% | 1666 |
|
|
2020
Q2 | $20K | Sell |
278
-4
| -1% | -$270 | ﹤0.01% | 1562 |
|
|
2020
Q1 | $16K | Buy |
282
+217
| +334% | +$16.3K | ﹤0.01% | 1571 |
|
|
2019
Q4 | $5K | Buy |
65
+54
| +491% | +$4.43K | ﹤0.01% | 2155 |
|
|
2019
Q3 | $1K | Buy |
+11
| New | +$919 | ﹤0.01% | 2821 |
|
|
2019
Q1 | – | Sell |
-18
| Closed | -$2K | – | 2386 |
|
|
2018
Q4 | $2K | Sell |
18
-51
| -74% | -$5.76K | ﹤0.01% | 3119 |
|
|
2018
Q3 | $9K | Sell |
69
-87
| -56% | -$12.8K | ﹤0.01% | 2889 |
|
|
2018
Q2 | $23K | Sell |
156
-128
| -45% | -$21.1K | ﹤0.01% | 2372 |
|
|
2018
Q1 | $58K | Hold |
284
| – | – | ﹤0.01% | 1726 |
|
|
2017
Q4 | $58K | Buy |
284
+65
| +30% | +$12.6K | ﹤0.01% | 1743 |
|
|
2017
Q3 | $42K | Sell |
219
-14
| -6% | -$2.49K | ﹤0.01% | 2089 |
|
|
2017
Q2 | $39K | Buy |
233
+61
| +35% | +$9.74K | ﹤0.01% | 2128 |
|
|
2017
Q1 | $28K | Sell |
172
-329
| -66% | -$52.1K | ﹤0.01% | 2278 |
|
|
2016
Q4 | $73K | Buy |
501
+13
| +3% | +$1.89K | ﹤0.01% | 1650 |
|
|
2016
Q3 | $71K | Buy |
488
+3
| +0.6% | +$429 | ﹤0.01% | 1589 |
|
|
2016
Q2 | $68K | Buy |
+485
| New | +$79.4K | ﹤0.01% | 1572 |
|
|
2016
Q1 | – | Sell |
-222
| Closed | -$35K | – | 2385 |
|
|
2015
Q4 | $35K | Buy |
+222
| New | +$38.2K | ﹤0.01% | 1817 |
|
Other funds holding AMG
VPM
VCM
AI
