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Tyler-Stone Wealth Management’s Affiliated Managers Group AMG Stock Holding History

Tyler-Stone Wealth Management’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
2022
Q1 		– Sell
-12
Closed -$2K – 827
2021
Q4 		$2K Buy
+12
New +$2.01K ﹤0.01% 778

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
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 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
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return

Tyler-Stone Wealth Management's AMG Position: Q1 2022 in Review

Tyler-Stone Wealth Management sold out of Affiliated Managers Group (AMG) in Q1 2022, closing a stake of 12 shares — an estimated $2K sold.

Tyler-Stone Wealth Management first reported a position in AMG in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 334 funds tracked by Wall St. Rank hold AMG as of Q1 2022.

  • Tyler-Stone Wealth Management reported no remaining Affiliated Managers Group position as of Q1 2022 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 12 Affiliated Managers Group shares in Q1 2022, an estimated $2K.
  • Tyler-Stone Wealth Management first reported a position in Affiliated Managers Group in Q4 2021 and held it in 1 quarter.
  • Tyler-Stone Wealth Management's Affiliated Managers Group position peaked at $2K in Q4 2021.
  • 334 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2022.

Based on Tyler-Stone Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.