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Prospera Financial Services’s Affiliated Managers Group AMG Stock Holding History

Prospera Financial Services’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
-38
Closed -$3K – 708
2020
Q3 		$3K Buy
+38
New +$2.66K ﹤0.01% 1363

Other funds holding AMG

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return

Prospera Financial Services's AMG Position: Q4 2020 in Review

Prospera Financial Services sold out of Affiliated Managers Group (AMG) in Q4 2020, closing a stake of 38 shares — an estimated $3K sold.

Prospera Financial Services first reported a position in AMG in Q3 2020 and held it in 1 quarter. The position peaked at $3K in Q3 2020. 297 funds tracked by Wall St. Rank hold AMG as of Q4 2020.

  • Prospera Financial Services reported no remaining Affiliated Managers Group position as of Q4 2020 after selling out during the quarter.
  • Prospera Financial Services sold 38 Affiliated Managers Group shares in Q4 2020, an estimated $3K.
  • Prospera Financial Services first reported a position in Affiliated Managers Group in Q3 2020 and held it in 1 quarter.
  • Prospera Financial Services's Affiliated Managers Group position peaked at $3K in Q3 2020.
  • 297 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2020.

Based on Prospera Financial Services's 13F filing for Q4 2020, filed 12 Feb 2021.