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IndexIQ Advisors’s Affiliated Managers Group AMG Stock Holding History

IndexIQ Advisors’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
2022
Q1 		– Sell
-2,834
Closed -$466K – 1314
2021
Q4 		$466K Sell
2,834
-183
-6% -$30.7K 0.02% 626
2021
Q3 		$456K Buy
3,017
+302
+11% +$49.5K 0.02% 654
2021
Q2 		$419K Buy
2,715
+21
+0.8% +$3.35K 0.01% 631
2021
Q1 		$401K Buy
+2,694
New +$352K 0.01% 675

Other funds holding AMG

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 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
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

IndexIQ Advisors's AMG Position: Q1 2022 in Review

IndexIQ Advisors sold out of Affiliated Managers Group (AMG) in Q1 2022, closing a stake of 2,834 shares — an estimated $466K sold.

IndexIQ Advisors first reported a position in AMG in Q1 2021 and held it in 4 quarters. The position peaked at $466K in Q4 2021. 334 funds tracked by Wall St. Rank hold AMG as of Q1 2022.

  • IndexIQ Advisors reported no remaining Affiliated Managers Group position as of Q1 2022 after selling out during the quarter.
  • IndexIQ Advisors sold 2,834 Affiliated Managers Group shares in Q1 2022, an estimated $466K.
  • IndexIQ Advisors first reported a position in Affiliated Managers Group in Q1 2021 and held it in 4 quarters.
  • IndexIQ Advisors's Affiliated Managers Group position peaked at $466K in Q4 2021.
  • 334 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.