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Money Concepts Capital’s Affiliated Managers Group AMG Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-22
Closed -$3.48K – 556
2022
Q4 		$3.48K Sell
22
-46
-68% -$6.51K ﹤0.01% 2501
2022
Q3 		$8K Hold
68
– – ﹤0.01% 1090
2022
Q2 		$8K Hold
68
– – ﹤0.01% 1064
2022
Q1 		$10K Buy
+68
New +$9.77K ﹤0.01% 1917

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
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 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
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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return

Money Concepts Capital's AMG Position: Q1 2023 in Review

Money Concepts Capital sold out of Affiliated Managers Group (AMG) in Q1 2023, closing a stake of 22 shares — an estimated $3.48K sold.

Money Concepts Capital first reported a position in AMG in Q1 2022 and held it in 4 quarters. The position peaked at $10K in Q1 2022. 386 funds tracked by Wall St. Rank hold AMG as of Q1 2023.

  • Money Concepts Capital reported no remaining Affiliated Managers Group position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 22 Affiliated Managers Group shares in Q1 2023, an estimated $3.48K.
  • Money Concepts Capital first reported a position in Affiliated Managers Group in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's Affiliated Managers Group position peaked at $10K in Q1 2022.
  • 386 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.