TRIA
Trail Ridge Investment Advisors’s Affiliated Managers Group AMG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,969
| Closed | -$445K | – | 106 |
|
|
2023
Q2 | $445K | Hold |
2,969
| – | – | 0.27% | 74 |
|
|
2023
Q1 | $423K | Hold |
2,969
| – | – | 0.28% | 80 |
|
|
2022
Q4 | $470K | Hold |
2,969
| – | – | 0.32% | 76 |
|
|
2022
Q3 | $457K | Hold |
2,969
| – | – | 0.3% | 82 |
|
|
2022
Q2 | $346K | Hold |
2,969
| – | – | 0.23% | 105 |
|
|
2022
Q1 | $418K | Hold |
2,969
| – | – | 0.26% | 102 |
|
|
2021
Q4 | $488K | Buy |
+2,969
| New | +$488K | 0.29% | 87 |
|