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Regent Peak Wealth Advisors’s Affiliated Managers Group AMG Stock Holding History

Regent Peak 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
2021
Q1 		– Sell
-33
Closed -$3K – 195
2020
Q4 		$3K Buy
+33
New +$2.85K ﹤0.01% 727

Other funds holding AMG

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 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
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Regent Peak Wealth Advisors's AMG Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Affiliated Managers Group (AMG) in Q1 2021, closing a stake of 33 shares — an estimated $3K sold.

Regent Peak Wealth Advisors first reported a position in AMG in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 319 funds tracked by Wall St. Rank hold AMG as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Affiliated Managers Group position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 33 Affiliated Managers Group shares in Q1 2021, an estimated $3K.
  • Regent Peak Wealth Advisors first reported a position in Affiliated Managers Group in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Affiliated Managers Group position peaked at $3K in Q4 2020.
  • 319 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.