Sowell Financial Services’s Affiliated Managers Group AMG Stock Holding History

Sowell Financial Services’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 Q2	–	Sell	-304	Closed	-$53K	–	604
2021 Q1	$53K	Sell	304 -1,519	-83%	-$199K	﹤0.01%	1626
2020 Q4	$185K	Buy	1,823 +1,136	+165%	+$98.1K	0.01%	881
2020 Q3	$47K	Buy	+687	New	+$48K	﹤0.01%	1231
2019 Q4	–	Sell	-7	Closed	-$1K	–	2503
2019 Q3	$1K	Buy	+7	New	+$585	﹤0.01%	2182

Other funds holding AMG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return

Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return