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Raffa Wealth Management’s Silvercrest Asset Management SAMG Stock Holding History

Raffa Wealth Management’s Portfolio SAMG Stock Details SAMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-37
Closed -$556 – 1129
2021
Q2 		$556 Hold
37
– – ﹤0.01% 1026
2021
Q1 		$532 Buy
+37
New +$544 ﹤0.01% 1041

Other funds holding SAMG

CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
KTA
Keeley-Teton Advisors Chicago, Illinois $825M AUM 5.4% 1-Year Est. Return

Raffa Wealth Management's SAMG Position: Q3 2021 in Review

Raffa Wealth Management sold out of Silvercrest Asset Management (SAMG) in Q3 2021, closing a stake of 37 shares — an estimated $556 sold.

Raffa Wealth Management first reported a position in SAMG in Q1 2021 and held it in 2 quarters. The position peaked at $556 in Q2 2021. 56 funds tracked by Wall St. Rank hold SAMG as of Q3 2021.

  • Raffa Wealth Management reported no remaining Silvercrest Asset Management position as of Q3 2021 after selling out during the quarter.
  • Raffa Wealth Management sold 37 Silvercrest Asset Management shares in Q3 2021, an estimated $556.
  • Raffa Wealth Management first reported a position in Silvercrest Asset Management in Q1 2021 and held it in 2 quarters.
  • Raffa Wealth Management's Silvercrest Asset Management position peaked at $556 in Q2 2021.
  • 56 funds tracked by Wall St. Rank held Silvercrest Asset Management as of Q3 2021.

Based on Raffa Wealth Management's 13F filing for Q3 2021, filed 27 Jul 2026.