Lake Point Wealth Management’s Affiliated Managers Group AMG Stock Holding History

Lake Point 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
2022 Q2	$2K	Hold	13	–	–	﹤0.01%	306
2022 Q1	$2K	Hold	13	–	–	﹤0.01%	312
2021 Q4	$2K	Hold	13	–	–	﹤0.01%	321
2021 Q3	$2K	Hold	13	–	–	﹤0.01%	307
2021 Q2	$2K	Buy	+13	New	+$2.07K	﹤0.01%	319
2020 Q1	$1K	Hold	13	–	–	﹤0.01%	299
2019 Q4	$1K	Buy	+13	New	+$1.07K	﹤0.01%	545
2019 Q2	$1K	Hold	13	–	–	﹤0.01%	590
2019 Q1	$1K	Hold	13	–	–	﹤0.01%	590
2018 Q4	$1K	Buy	+13	New	+$1.47K	﹤0.01%	735

Other funds holding AMG

EIG

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

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

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

SAM

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

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

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

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

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

Lake Point Wealth Management's AMG Position: Q2 2022 in Review

Lake Point Wealth Management held its Affiliated Managers Group (AMG) position steady in Q2 2022 at 13 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #306.

Lake Point Wealth Management first reported a position in AMG in Q4 2018 and has held it in 10 quarters since. 309 funds tracked by Wall St. Rank hold AMG as of Q2 2022.

Lake Point Wealth Management held 13 shares of Affiliated Managers Group worth $2K as of Q2 2022.
Lake Point Wealth Management left its Affiliated Managers Group share count unchanged in Q2 2022.
Affiliated Managers Group made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #306 holding.
Lake Point Wealth Management first reported a position in Affiliated Managers Group in Q4 2018 and has held it in 10 quarters since.
309 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.