Marcum Wealth’s Affiliated Managers Group AMG Stock Holding History

Marcum 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
2024 Q3	–	Sell	-1,706	Closed	-$267K	–	417
2024 Q2	$267K	Buy	+1,706	New	+$272K	0.03%	292

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

LAM

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

Marcum Wealth's AMG Position: Q3 2024 in Review

Marcum Wealth sold out of Affiliated Managers Group (AMG) in Q3 2024, closing a stake of 1,706 shares — an estimated $267K sold.

Marcum Wealth first reported a position in AMG in Q2 2024 and held it in 1 quarter. The position peaked at $267K in Q2 2024. 421 funds tracked by Wall St. Rank hold AMG as of Q3 2024.

Marcum Wealth reported no remaining Affiliated Managers Group position as of Q3 2024 after selling out during the quarter.
Marcum Wealth sold 1,706 Affiliated Managers Group shares in Q3 2024, an estimated $267K.
Marcum Wealth first reported a position in Affiliated Managers Group in Q2 2024 and held it in 1 quarter.
Marcum Wealth's Affiliated Managers Group position peaked at $267K in Q2 2024.
421 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2024.

Based on Marcum Wealth's 13F filing for Q3 2024, filed 8 Oct 2024.