SVB Wealth’s Affiliated Managers Group AMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-305
| Closed | -$51.2K | – | 507 |
|
|
2025
Q1 | $51.2K | Sell |
305
-823
| -73% | -$138K | ﹤0.01% | 539 |
|
|
2024
Q4 | $209K | Buy |
+1,128
| New | +$209K | ﹤0.01% | 671 |
|
|
2023
Q3 | – | Sell |
-1,530
| Closed | -$229K | – | 871 |
|
|
2023
Q2 | $229K | Sell |
1,530
-249
| -14% | -$37.3K | ﹤0.01% | 775 |
|
|
2023
Q1 | $253K | Sell |
1,779
-10
| -0.6% | -$1.42K | ﹤0.01% | 798 |
|
|
2022
Q4 | $283K | Buy |
+1,789
| New | +$283K | ﹤0.01% | 760 |
|
|
2021
Q4 | – | Sell |
-4,931
| Closed | -$745K | – | 811 |
|
|
2021
Q3 | $745K | Buy |
4,931
+1,156
| +31% | +$175K | 0.01% | 475 |
|
|
2021
Q2 | $582K | Buy |
3,775
+841
| +29% | +$130K | 0.01% | 535 |
|
|
2021
Q1 | $437K | Buy |
+2,934
| New | +$437K | 0.01% | 565 |
|
|
2016
Q2 | – | Sell |
-1,514
| Closed | -$246K | – | 509 |
|
|
2016
Q1 | $246K | Sell |
1,514
-150
| -9% | -$24.4K | 0.01% | 463 |
|
|
2015
Q4 | $266K | Sell |
1,664
-5,802
| -78% | -$927K | 0.01% | 474 |
|
|
2015
Q3 | $1.28M | Sell |
7,466
-883
| -11% | -$151K | 0.05% | 259 |
|
|
2015
Q2 | $1.83M | Sell |
8,349
-299
| -3% | -$65.4K | 0.06% | 242 |
|
|
2015
Q1 | $1.86M | Sell |
8,648
-235
| -3% | -$50.5K | 0.06% | 243 |
|
|
2014
Q4 | $1.89M | Buy |
+8,883
| New | +$1.89M | 0.06% | 243 |
|