OWA
AMG icon

One Wealth Advisors’s Affiliated Managers Group AMG Stock Holding History

One Wealth Advisors’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
2026
Q1 		$251K Buy
+907
New +$273K 0.03% 267
2023
Q1 		– Sell
-674
Closed -$107K – 217
2022
Q4 		$107K Buy
+674
New +$95.3K 0.02% 282
2019
Q2 		– Sell
-51
Closed -$5K – 136
2019
Q1 		$5K Buy
+51
New +$5.42K ﹤0.01% 358
2018
Q4 		– Sell
-122
Closed -$17K – 120
2018
Q3 		$17K Sell
122
-11
-8% -$1.62K 0.01% 326
2018
Q2 		$20K Sell
133
-450
-77% -$74.2K 0.02% 308
2018
Q1 		$111K Sell
583
-37
-6% -$7.21K 0.1% 163
2017
Q4 		$127K Buy
+620
New +$120K 0.1% 168

Other funds holding AMG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return