Sequoia Financial Advisors’s Affiliated Managers Group AMG Stock Holding History

Sequoia Financial 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
2025 Q3	$586K	Buy
2025 Q2	$323K	Buy
2024 Q1	–	Sell
2023 Q4	$590K	Buy