SW
AMG icon

SteelPeak Wealth’s Affiliated Managers Group AMG Stock Holding History

SteelPeak Wealth’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
Q3 		– Sell
-8,100
Closed -$1.25M – 431
2021
Q2 		$1.25M Buy
+8,100
New +$1.29M 0.09% 155

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
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SteelPeak Wealth's AMG Position: Q3 2021 in Review

SteelPeak Wealth sold out of Affiliated Managers Group (AMG) in Q3 2021, closing a stake of 8,100 shares — an estimated $1.25M sold.

SteelPeak Wealth first reported a position in AMG in Q2 2021 and held it in 1 quarter. The position peaked at $1.25M in Q2 2021. 332 funds tracked by Wall St. Rank hold AMG as of Q3 2021.

  • SteelPeak Wealth reported no remaining Affiliated Managers Group position as of Q3 2021 after selling out during the quarter.
  • SteelPeak Wealth sold 8,100 Affiliated Managers Group shares in Q3 2021, an estimated $1.25M.
  • SteelPeak Wealth first reported a position in Affiliated Managers Group in Q2 2021 and held it in 1 quarter.
  • SteelPeak Wealth's Affiliated Managers Group position peaked at $1.25M in Q2 2021.
  • 332 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2021.

Based on SteelPeak Wealth's 13F filing for Q3 2021, filed 15 Nov 2021.