Kore Private Wealth’s Affiliated Managers Group AMG Stock Holding History

Kore Private Wealth’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 Q4	–	Sell	-1,410	Closed	-$213K	–	311
2021 Q3	$213K	Sell	1,410 -2	-0.1%	-$327	0.02%	412
2021 Q2	$218K	Hold	1,412	–	–	0.02%	373
2021 Q1	$210K	Buy	+1,412	New	+$185K	0.03%	339
2020 Q3	–	Sell	-199	Closed	-$14K	–	309
2020 Q2	$14K	Buy	199 +111	+126%	+$7.5K	﹤0.01%	715
2020 Q1	$5K	Sell	88 -545	-86%	-$40.8K	﹤0.01%	794
2019 Q4	$54K	Buy	+633	New	+$51.9K	0.01%	468
2019 Q2	–	Sell	-27	Closed	-$3K	–	257
2019 Q1	$3K	Hold	27	–	–	﹤0.01%	814
2018 Q4	$3K	Buy	+27	New	+$3.05K	﹤0.01%	755

Other funds holding AMG

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

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

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 $1.31B AUM 3.79% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SAM

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

SCM

Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return

Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return

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

Kore Private Wealth's AMG Position: Q4 2021 in Review

Kore Private Wealth sold out of Affiliated Managers Group (AMG) in Q4 2021, closing a stake of 1,410 shares — an estimated $213K sold.

Kore Private Wealth first reported a position in AMG in Q4 2018 and held it in 8 quarters. The position peaked at $218K in Q2 2021. 364 funds tracked by Wall St. Rank hold AMG as of Q4 2021.

Kore Private Wealth reported no remaining Affiliated Managers Group position as of Q4 2021 after selling out during the quarter.
Kore Private Wealth sold 1,410 Affiliated Managers Group shares in Q4 2021, an estimated $213K.
Kore Private Wealth first reported a position in Affiliated Managers Group in Q4 2018 and held it in 8 quarters.
Kore Private Wealth's Affiliated Managers Group position peaked at $218K in Q2 2021.
364 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2021.

Based on Kore Private Wealth's 13F filing for Q4 2021, filed 11 Feb 2022.