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NewEdge Advisors’s Silvercrest Asset Management SAMG Stock Holding History

NewEdge Advisors’s Portfolio SAMG Stock Details SAMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-125
Closed -$2.52K – 3628
2023
Q2 		$2.52K Sell
125
-142
-53% -$2.72K ﹤0.01% 3025
2023
Q1 		$4.85K Sell
267
-2,887
-92% -$52.2K ﹤0.01% 2783
2022
Q4 		$51.3K Buy
+3,154
New +$56.8K ﹤0.01% 1706

Other funds holding SAMG

LPP
Long Path Partners Stamford, Connecticut $220M AUM 25.96% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return
KTA
Keeley-Teton Advisors Chicago, Illinois $825M AUM 5.4% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return

NewEdge Advisors's SAMG Position: Q3 2023 in Review

NewEdge Advisors sold out of Silvercrest Asset Management (SAMG) in Q3 2023, closing a stake of 125 shares — an estimated $2.52K sold.

NewEdge Advisors first reported a position in SAMG in Q4 2022 and held it in 3 quarters. The position peaked at $51.3K in Q4 2022. 84 funds tracked by Wall St. Rank hold SAMG as of Q3 2023.

  • NewEdge Advisors reported no remaining Silvercrest Asset Management position as of Q3 2023 after selling out during the quarter.
  • NewEdge Advisors sold 125 Silvercrest Asset Management shares in Q3 2023, an estimated $2.52K.
  • NewEdge Advisors first reported a position in Silvercrest Asset Management in Q4 2022 and held it in 3 quarters.
  • NewEdge Advisors's Silvercrest Asset Management position peaked at $51.3K in Q4 2022.
  • 84 funds tracked by Wall St. Rank held Silvercrest Asset Management as of Q3 2023.

Based on NewEdge Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.