Sutton Wealth Advisors’s Affiliated Managers Group AMG Stock Holding History

Sutton Wealth 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
2023 Q1	–	Sell	-905	Closed	-$143K	–	837
2022 Q4	$143K	Hold	905	–	–	0.05%	208
2022 Q3	$101K	Buy	905 +6	+0.7%	+$753	0.04%	248
2022 Q2	$105K	Buy	899 +1	+0.1%	+$129	0.04%	235
2022 Q1	$127K	Sell	898 -5	-0.6%	-$718	0.04%	222
2021 Q4	$149K	Buy	903 +5	+0.6%	+$838	0.05%	212
2021 Q3	$136K	Hold	898	–	–	0.05%	213
2021 Q2	$138K	Hold	898	–	–	0.05%	212
2021 Q1	$134K	Hold	898	–	–	0.05%	211
2020 Q4	$91.3K	Hold	898	–	–	0.04%	238
2020 Q3	$61.4K	Hold	898	–	–	0.03%	267
2020 Q2	$67K	Hold	898	–	–	0.04%	248
2020 Q1	$53.1K	Hold	898	–	–	0.03%	256
2019 Q4	$76.1K	Hold	898	–	–	0.04%	242
2019 Q3	$74.8K	Hold	898	–	–	0.04%	239
2019 Q2	$82.7K	Hold	898	–	–	0.05%	230
2019 Q1	$96.2K	Hold	898	–	–	0.06%	211
2018 Q4	$87.5K	Sell	898 -4	-0.4%	-$452	0.06%	207
2018 Q3	$123K	Hold	902	–	–	0.08%	177
2018 Q2	$134K	Hold	902	–	–	0.09%	168
2018 Q1	$171K	Hold	902	–	–	0.12%	138
2017 Q4	$185K	Hold	902	–	–	0.14%	137
2017 Q3	$171K	Hold	902	–	–	0.13%	137
2017 Q2	$150K	Hold	902	–	–	0.12%	150
2017 Q1	$148K	Hold	902	–	–	0.12%	144
2016 Q4	$131K	Hold	902	–	–	0.12%	149
2016 Q3	$131K	Hold	902	–	–	0.12%	147
2016 Q2	$127K	Hold	902	–	–	0.12%	146
2016 Q1	$146K	Buy	+902	New	+$126K	0.14%	129

Other funds holding AMG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

EIG

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

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

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

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

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

Sutton Wealth Advisors's AMG Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Affiliated Managers Group (AMG) in Q1 2023, closing a stake of 905 shares — an estimated $143K sold.

Sutton Wealth Advisors first reported a position in AMG in Q1 2016 and held it in 28 quarters. The position peaked at $185K in Q4 2017. 386 funds tracked by Wall St. Rank hold AMG as of Q1 2023.

Sutton Wealth Advisors reported no remaining Affiliated Managers Group position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 905 Affiliated Managers Group shares in Q1 2023, an estimated $143K.
Sutton Wealth Advisors first reported a position in Affiliated Managers Group in Q1 2016 and held it in 28 quarters.
Sutton Wealth Advisors's Affiliated Managers Group position peaked at $185K in Q4 2017.
386 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.