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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

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.18B AUM 0.37% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.85B AUM 15.7% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sowell Financial Services's AMG Position: Q2 2021 in Review

Sowell Financial Services sold out of Affiliated Managers Group (AMG) in Q2 2021, closing a stake of 304 shares — an estimated $53K sold.

Sowell Financial Services first reported a position in AMG in Q3 2019 and held it in 4 quarters. The position peaked at $185K in Q4 2020. 340 funds tracked by Wall St. Rank hold AMG as of Q2 2021.

  • Sowell Financial Services reported no remaining Affiliated Managers Group position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 304 Affiliated Managers Group shares in Q2 2021, an estimated $53K.
  • Sowell Financial Services first reported a position in Affiliated Managers Group in Q3 2019 and held it in 4 quarters.
  • Sowell Financial Services's Affiliated Managers Group position peaked at $185K in Q4 2020.
  • 340 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.