PAG
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Private Advisor Group’s Affiliated Managers Group AMG Stock Holding History

Private Advisor 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
2024
Q2 		– Sell
-1,214
Closed -$203K – 2357
2024
Q1 		$203K Buy
+1,214
New +$189K ﹤0.01% 2106
2023
Q4 		– Sell
-1,791
Closed -$233K – 2259
2023
Q3 		$233K Sell
1,791
-10
-0.6% -$1.4K ﹤0.01% 1788
2023
Q2 		$250K Buy
+1,801
New +$258K ﹤0.01% 1738
2018
Q3 		– Sell
-9,385
Closed -$1.4M – 1591
2018
Q2 		$1.4M Buy
+9,385
New +$1.55M 0.02% 377
2018
Q1 		– Sell
-1,284
Closed -$258K – 1161
2017
Q4 		$258K Buy
1,284
+52
+4% +$10.1K 0.01% 943
2017
Q3 		$239K Buy
+1,232
New +$219K 0.01% 1260

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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Private Advisor Group's AMG Position: Q2 2024 in Review

Private Advisor Group sold out of Affiliated Managers Group (AMG) in Q2 2024, closing a stake of 1,214 shares — an estimated $203K sold.

Private Advisor Group first reported a position in AMG in Q3 2017 and held it in 6 quarters. The position peaked at $1.4M in Q2 2018. 405 funds tracked by Wall St. Rank hold AMG as of Q2 2024.

  • Private Advisor Group reported no remaining Affiliated Managers Group position as of Q2 2024 after selling out during the quarter.
  • Private Advisor Group sold 1,214 Affiliated Managers Group shares in Q2 2024, an estimated $203K.
  • Private Advisor Group first reported a position in Affiliated Managers Group in Q3 2017 and held it in 6 quarters.
  • Private Advisor Group's Affiliated Managers Group position peaked at $1.4M in Q2 2018.
  • 405 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2024.

Based on Private Advisor Group's 13F filing for Q2 2024, filed 5 Aug 2024.