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LGT Financial Advisors’s Affiliated Managers Group AMG Stock Holding History

LGT Financial 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
2025
Q1 		– Sell
-18
Closed -$3.33K – 322
2024
Q4 		$3.33K Hold
18
– – 0.01% 614
2024
Q3 		$3.2K Hold
18
– – 0.01% 614
2024
Q2 		$2.81K Hold
18
– – 0.01% 689
2024
Q1 		$3.01K Hold
18
– – ﹤0.01% 696
2023
Q4 		$2.73K Hold
18
– – ﹤0.01% 757
2023
Q3 		$2.35K Buy
+18
New +$2.52K ﹤0.01% 802

Other funds holding AMG

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
Morgan Stanley
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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

LGT Financial Advisors's AMG Position: Q1 2025 in Review

LGT Financial Advisors sold out of Affiliated Managers Group (AMG) in Q1 2025, closing a stake of 18 shares — an estimated $3.33K sold.

LGT Financial Advisors first reported a position in AMG in Q3 2023 and held it in 6 quarters. The position peaked at $3.33K in Q4 2024. 396 funds tracked by Wall St. Rank hold AMG as of Q1 2025.

  • LGT Financial Advisors reported no remaining Affiliated Managers Group position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 18 Affiliated Managers Group shares in Q1 2025, an estimated $3.33K.
  • LGT Financial Advisors first reported a position in Affiliated Managers Group in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Affiliated Managers Group position peaked at $3.33K in Q4 2024.
  • 396 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.