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Weaver Consulting Group’s Affiliated Managers Group AMG Stock Holding History

Weaver Consulting Group’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
2020
Q4 		– Sell
-151
Closed -$10K – 169
2020
Q3 		$10K Hold
151
– – 0.01% 557
2020
Q2 		$11K Hold
151
– – 0.01% 491
2020
Q1 		$9K Hold
151
– – 0.01% 457
2019
Q4 		$13K Hold
151
– – 0.01% 438
2019
Q3 		$13K Hold
151
– – 0.01% 425
2019
Q2 		$14K Hold
151
– – 0.01% 392
2019
Q1 		$14K Buy
+151
New +$16K ﹤0.01% 831

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
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 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
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return

Weaver Consulting Group's AMG Position: Q4 2020 in Review

Weaver Consulting Group sold out of Affiliated Managers Group (AMG) in Q4 2020, closing a stake of 151 shares — an estimated $10K sold.

Weaver Consulting Group first reported a position in AMG in Q1 2019 and held it in 7 quarters. The position peaked at $14K in Q2 2019. 297 funds tracked by Wall St. Rank hold AMG as of Q4 2020.

  • Weaver Consulting Group reported no remaining Affiliated Managers Group position as of Q4 2020 after selling out during the quarter.
  • Weaver Consulting Group sold 151 Affiliated Managers Group shares in Q4 2020, an estimated $10K.
  • Weaver Consulting Group first reported a position in Affiliated Managers Group in Q1 2019 and held it in 7 quarters.
  • Weaver Consulting Group's Affiliated Managers Group position peaked at $14K in Q2 2019.
  • 297 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.