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Sound Income Strategies’s Affiliated Managers Group AMG Stock Holding History

Sound Income Strategies’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
2023
Q3 		– Sell
-46
Closed -$6.89K – 1155
2023
Q2 		$6.89K Buy
+46
New +$6.58K ﹤0.01% 667

Other funds holding AMG

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return

Sound Income Strategies's AMG Position: Q3 2023 in Review

Sound Income Strategies sold out of Affiliated Managers Group (AMG) in Q3 2023, closing a stake of 46 shares — an estimated $6.89K sold.

Sound Income Strategies first reported a position in AMG in Q2 2023 and held it in 1 quarter. The position peaked at $6.89K in Q2 2023. 357 funds tracked by Wall St. Rank hold AMG as of Q3 2023.

  • Sound Income Strategies reported no remaining Affiliated Managers Group position as of Q3 2023 after selling out during the quarter.
  • Sound Income Strategies sold 46 Affiliated Managers Group shares in Q3 2023, an estimated $6.89K.
  • Sound Income Strategies first reported a position in Affiliated Managers Group in Q2 2023 and held it in 1 quarter.
  • Sound Income Strategies's Affiliated Managers Group position peaked at $6.89K in Q2 2023.
  • 357 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2023.

Based on Sound Income Strategies's 13F filing for Q3 2023, filed 12 Oct 2023.