MAWCM
AMG icon

Mine & Arao Wealth Creation & Management’s Affiliated Managers Group AMG Stock Holding History

Mine & Arao Wealth Creation & 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
2024
Q2 		– Sell
-4
Closed -$670 – 95
2024
Q1 		$670 Buy
+4
New +$622 ﹤0.01% 315

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
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
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's AMG Position: Q2 2024 in Review

Mine & Arao Wealth Creation & Management sold out of Affiliated Managers Group (AMG) in Q2 2024, closing a stake of 4 shares — an estimated $670 sold.

Mine & Arao Wealth Creation & Management first reported a position in AMG in Q1 2024 and held it in 1 quarter. The position peaked at $670 in Q1 2024. 405 funds tracked by Wall St. Rank hold AMG as of Q2 2024.

  • Mine & Arao Wealth Creation & Management reported no remaining Affiliated Managers Group position as of Q2 2024 after selling out during the quarter.
  • Mine & Arao Wealth Creation & Management sold 4 Affiliated Managers Group shares in Q2 2024, an estimated $670.
  • Mine & Arao Wealth Creation & Management first reported a position in Affiliated Managers Group in Q1 2024 and held it in 1 quarter.
  • Mine & Arao Wealth Creation & Management's Affiliated Managers Group position peaked at $670 in Q1 2024.
  • 405 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2024, filed 6 Aug 2024.