PFWA
AMG icon

Paces Ferry Wealth Advisors’s Affiliated Managers Group AMG Stock Holding History

Paces Ferry 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
2020
Q4 		– Sell
-11
Closed -$1K – 162
2020
Q3 		$1K Buy
+11
New +$769 ﹤0.01% 760

Other funds holding AMG

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Paces Ferry Wealth Advisors's AMG Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Affiliated Managers Group (AMG) in Q4 2020, closing a stake of 11 shares — an estimated $1K sold.

Paces Ferry Wealth Advisors first reported a position in AMG in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 298 funds tracked by Wall St. Rank hold AMG as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Affiliated Managers Group position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 11 Affiliated Managers Group shares in Q4 2020, an estimated $1K.
  • Paces Ferry Wealth Advisors first reported a position in Affiliated Managers Group in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Affiliated Managers Group position peaked at $1K in Q3 2020.
  • 298 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.