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Partnership Wealth Management’s Affiliated Managers Group AMG Stock Holding History

Partnership Wealth Management’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
2024
Q4 		– Sell
-467
Closed -$83K – 77
2024
Q3 		$83K Sell
467
-603
-56% -$102K 0.06% 102
2024
Q2 		$167K Sell
1,070
-603
-36% -$96K 0.12% 97
2024
Q1 		$280K Sell
1,673
-130
-7% -$20.2K 0.2% 89
2023
Q4 		$268K Buy
+1,803
New +$242K 0.2% 87

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
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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Partnership Wealth Management's AMG Position: Q4 2024 in Review

Partnership Wealth Management sold out of Affiliated Managers Group (AMG) in Q4 2024, closing a stake of 467 shares — an estimated $83K sold.

Partnership Wealth Management first reported a position in AMG in Q4 2023 and held it in 4 quarters. The position peaked at $280K in Q1 2024. 408 funds tracked by Wall St. Rank hold AMG as of Q4 2024.

  • Partnership Wealth Management reported no remaining Affiliated Managers Group position as of Q4 2024 after selling out during the quarter.
  • Partnership Wealth Management sold 467 Affiliated Managers Group shares in Q4 2024, an estimated $83K.
  • Partnership Wealth Management first reported a position in Affiliated Managers Group in Q4 2023 and held it in 4 quarters.
  • Partnership Wealth Management's Affiliated Managers Group position peaked at $280K in Q1 2024.
  • 408 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2024.

Based on Partnership Wealth Management's 13F filing for Q4 2024, filed 8 Jan 2025.