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

Janiczek 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
2024 Q2	$2.34K	Buy	15 +2	+15%	+$318	﹤0.01%	839
2024 Q1	$2.18K	Hold	13	–	–	﹤0.01%	856
2023 Q4	$1.97K	Sell	13 -2	-13%	-$269	﹤0.01%	859
2023 Q3	$1.96K	Buy	15 +4	+36%	+$560	﹤0.01%	838
2023 Q2	$1.65K	Buy	11 +2	+22%	+$286	﹤0.01%	789
2023 Q1	$1.27K	Hold	9	–	–	﹤0.01%	817
2022 Q4	$1.53K	Hold	9	–	–	﹤0.01%	814
2022 Q3	$1K	Hold	9	–	–	﹤0.01%	801
2022 Q2	$1K	Sell	9 -22	-71%	-$2.83K	﹤0.01%	823
2022 Q1	$4K	Hold	31	–	–	﹤0.01%	682
2021 Q4	$5K	Sell	31 -3	-9%	-$503	﹤0.01%	694
2021 Q3	$5K	Buy	34 +25	+278%	+$4.09K	﹤0.01%	680
2021 Q2	$1K	Hold	9	–	–	﹤0.01%	804
2021 Q1	$1K	Buy	+9	New	+$1.18K	﹤0.01%	769

Other funds holding AMG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Janiczek Wealth Management's AMG Position: Q2 2024 in Review

Janiczek Wealth Management increased its Affiliated Managers Group (AMG) stake by 15% in Q2 2024, buying an estimated $318 and bringing the position to 15 shares worth $2.34K. The position accounts for ﹤0.01% of the portfolio, ranked #839.

Janiczek Wealth Management first reported a position in AMG in Q1 2021 and has held it in 14 quarters since. The position peaked at $5K in Q4 2021. 405 funds tracked by Wall St. Rank hold AMG as of Q2 2024.

Janiczek Wealth Management held 15 shares of Affiliated Managers Group worth $2.34K as of Q2 2024.
Janiczek Wealth Management bought 2 Affiliated Managers Group shares in Q2 2024, an estimated $318.
Affiliated Managers Group made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #839 holding.
Janiczek Wealth Management first reported a position in Affiliated Managers Group in Q1 2021 and has held it in 14 quarters since.
Janiczek Wealth Management's Affiliated Managers Group position peaked at $5K in Q4 2021.
405 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.