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Venturi Wealth Management’s Affiliated Managers Group AMG Stock Holding History

Venturi 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
2025
Q1 		– Sell
-265
Closed -$49K – 619
2024
Q4 		$49K Hold
265
– – ﹤0.01% 1022
2024
Q3 		$47.1K Buy
265
+28
+12% +$4.76K ﹤0.01% 787
2024
Q2 		$37K Buy
237
+215
+977% +$34.2K ﹤0.01% 763
2024
Q1 		$3.69K Buy
22
+1
+5% +$155 ﹤0.01% 1149
2023
Q4 		$3.18K Buy
+21
New +$2.82K ﹤0.01% 1119

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
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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Venturi Wealth Management's AMG Position: Q1 2025 in Review

Venturi Wealth Management sold out of Affiliated Managers Group (AMG) in Q1 2025, closing a stake of 265 shares — an estimated $49K sold.

Venturi Wealth Management first reported a position in AMG in Q4 2023 and held it in 5 quarters. The position peaked at $49K in Q4 2024. 396 funds tracked by Wall St. Rank hold AMG as of Q1 2025.

  • Venturi Wealth Management reported no remaining Affiliated Managers Group position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 265 Affiliated Managers Group shares in Q1 2025, an estimated $49K.
  • Venturi Wealth Management first reported a position in Affiliated Managers Group in Q4 2023 and held it in 5 quarters.
  • Venturi Wealth Management's Affiliated Managers Group position peaked at $49K in Q4 2024.
  • 396 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.