Wealthcare Advisory Partners’s Affiliated Managers Group AMG Stock Holding History

Wealthcare Advisory Partners’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 Q2	–	Sell	-1,687	Closed	-$238K	–	564
2022 Q1	$238K	Sell	1,687 -170	-9%	-$24.4K	0.01%	477
2021 Q4	$305K	Sell	1,857 -8	-0.4%	-$1.34K	0.02%	435
2021 Q3	$282K	Buy	1,865 +64	+4%	+$10.5K	0.02%	437
2021 Q2	$278K	Sell	1,801 -25	-1%	-$3.99K	0.02%	440
2021 Q1	$272K	Buy	+1,826	New	+$239K	0.02%	415
2018 Q1	–	Sell	-16	Closed	-$3K	–	1071
2017 Q4	$3K	Buy	+16	New	+$3.1K	﹤0.01%	853

Other funds holding AMG

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Wealthcare Advisory Partners's AMG Position: Q2 2022 in Review

Wealthcare Advisory Partners sold out of Affiliated Managers Group (AMG) in Q2 2022, closing a stake of 1,687 shares — an estimated $238K sold.

Wealthcare Advisory Partners first reported a position in AMG in Q4 2017 and held it in 6 quarters. The position peaked at $305K in Q4 2021. 309 funds tracked by Wall St. Rank hold AMG as of Q2 2022.

Wealthcare Advisory Partners reported no remaining Affiliated Managers Group position as of Q2 2022 after selling out during the quarter.
Wealthcare Advisory Partners sold 1,687 Affiliated Managers Group shares in Q2 2022, an estimated $238K.
Wealthcare Advisory Partners first reported a position in Affiliated Managers Group in Q4 2017 and held it in 6 quarters.
Wealthcare Advisory Partners's Affiliated Managers Group position peaked at $305K in Q4 2021.
309 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2022.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2022, filed 15 Aug 2022.