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

Liberty 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
2021
Q2 		– Sell
-4
Closed -$1K – 1063
2021
Q1 		$1K Buy
4
+1
+33% +$131 ﹤0.01% 850
2020
Q4 		$0 Buy
+3
New +$259 ﹤0.01% 934

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
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 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
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 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

Liberty Wealth Management's AMG Position: Q2 2021 in Review

Liberty Wealth Management sold out of Affiliated Managers Group (AMG) in Q2 2021, closing a stake of 4 shares — an estimated $1K sold.

Liberty Wealth Management first reported a position in AMG in Q4 2020 and held it in 2 quarters. The position peaked at $1K in Q1 2021. 339 funds tracked by Wall St. Rank hold AMG as of Q2 2021.

  • Liberty Wealth Management reported no remaining Affiliated Managers Group position as of Q2 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 4 Affiliated Managers Group shares in Q2 2021, an estimated $1K.
  • Liberty Wealth Management first reported a position in Affiliated Managers Group in Q4 2020 and held it in 2 quarters.
  • Liberty Wealth Management's Affiliated Managers Group position peaked at $1K in Q1 2021.
  • 339 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2021.

Based on Liberty Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.