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

TCI 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
Q2 		– Sell
-205
Closed -$29.2K – 299
2023
Q1 		$29.2K Sell
205
-1
-0.5% -$158 ﹤0.01% 570
2022
Q4 		$32.6K Sell
206
-1
-0.5% -$141 ﹤0.01% 522
2022
Q3 		$23K Buy
207
+1
+0.5% +$125 ﹤0.01% 588
2022
Q2 		$24K Hold
206
– – ﹤0.01% 576
2022
Q1 		$29K Buy
206
+1
+0.5% +$144 ﹤0.01% 543
2021
Q4 		$34K Hold
205
– – 0.01% 498
2021
Q3 		$31K Sell
205
-15
-7% -$2.46K ﹤0.01% 534
2021
Q2 		$34K Hold
220
– – 0.01% 479
2021
Q1 		$33K Hold
220
– – 0.01% 454
2020
Q4 		$22K Buy
220
+11
+5% +$950 0.01% 477
2020
Q3 		$14K Buy
209
+55
+36% +$3.85K 0.01% 508
2020
Q2 		$11K Buy
154
+95
+161% +$6.42K ﹤0.01% 542
2020
Q1 		$3K Buy
59
+34
+136% +$2.55K ﹤0.01% 824
2019
Q4 		$2K Buy
+25
New +$2.05K ﹤0.01% 1090
2019
Q3 		– Sell
-6
Closed -$1K – 1487
2019
Q2 		$1K Buy
+6
New +$589 ﹤0.01% 1130
2018
Q4 		– Sell
-3
Closed – – 1429
2018
Q3 		$0 Buy
+3
New +$443 ﹤0.01% 1457
2017
Q4 		– Sell
-10
Closed -$2K – 1367
2017
Q3 		$2K Hold
10
– – ﹤0.01% 918
2017
Q2 		$2K Buy
+10
New +$1.6K ﹤0.01% 957
2016
Q4 		– Sell
-7
Closed -$1K – 1349
2016
Q3 		$1K Buy
+7
New +$1K ﹤0.01% 1070
2016
Q1 		– Sell
-82
Closed -$13K – 1319
2015
Q4 		$13K Buy
+82
New +$14.1K 0.01% 506

Other funds holding AMG

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
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Morgan Stanley
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AI
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
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return

TCI Wealth Advisors's AMG Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Affiliated Managers Group (AMG) in Q2 2023, closing a stake of 205 shares — an estimated $29.2K sold.

TCI Wealth Advisors first reported a position in AMG in Q4 2015 and held it in 20 quarters. The position peaked at $34K in Q4 2021. 380 funds tracked by Wall St. Rank hold AMG as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Affiliated Managers Group position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 205 Affiliated Managers Group shares in Q2 2023, an estimated $29.2K.
  • TCI Wealth Advisors first reported a position in Affiliated Managers Group in Q4 2015 and held it in 20 quarters.
  • TCI Wealth Advisors's Affiliated Managers Group position peaked at $34K in Q4 2021.
  • 380 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.