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San Luis Wealth Advisors’s Affiliated Managers Group AMG Stock Holding History

San Luis 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
2022
Q2 		– Sell
-105
Closed -$17K – 82
2022
Q1 		$17K Buy
+105
New +$15.1K 0.01% 316

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
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
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

San Luis Wealth Advisors's AMG Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of Affiliated Managers Group (AMG) in Q2 2022, closing a stake of 105 shares — an estimated $17K sold.

San Luis Wealth Advisors first reported a position in AMG in Q1 2022 and held it in 1 quarter. The position peaked at $17K in Q1 2022. 309 funds tracked by Wall St. Rank hold AMG as of Q2 2022.

  • San Luis Wealth Advisors reported no remaining Affiliated Managers Group position as of Q2 2022 after selling out during the quarter.
  • San Luis Wealth Advisors sold 105 Affiliated Managers Group shares in Q2 2022, an estimated $17K.
  • San Luis Wealth Advisors first reported a position in Affiliated Managers Group in Q1 2022 and held it in 1 quarter.
  • San Luis Wealth Advisors's Affiliated Managers Group position peaked at $17K in Q1 2022.
  • 309 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.