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Newbridge Financial Services Group’s Affiliated Managers Group AMG Stock Holding History

Newbridge Financial Services Group’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
2022
Q1 		– Sell
-10
Closed -$2K – 1434
2021
Q4 		$2K Sell
10
-9
-47% -$1.51K ﹤0.01% 1212
2021
Q3 		$3K Buy
19
+10
+111% +$1.64K ﹤0.01% 1093
2021
Q2 		$1K Buy
+9
New +$1.44K ﹤0.01% 1328

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
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 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
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

Newbridge Financial Services Group's AMG Position: Q1 2022 in Review

Newbridge Financial Services Group sold out of Affiliated Managers Group (AMG) in Q1 2022, closing a stake of 10 shares — an estimated $2K sold.

Newbridge Financial Services Group first reported a position in AMG in Q2 2021 and held it in 3 quarters. The position peaked at $3K in Q3 2021. 334 funds tracked by Wall St. Rank hold AMG as of Q1 2022.

  • Newbridge Financial Services Group reported no remaining Affiliated Managers Group position as of Q1 2022 after selling out during the quarter.
  • Newbridge Financial Services Group sold 10 Affiliated Managers Group shares in Q1 2022, an estimated $2K.
  • Newbridge Financial Services Group first reported a position in Affiliated Managers Group in Q2 2021 and held it in 3 quarters.
  • Newbridge Financial Services Group's Affiliated Managers Group position peaked at $3K in Q3 2021.
  • 334 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2022.

Based on Newbridge Financial Services Group's 13F filing for Q1 2022, filed 26 Apr 2022.