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West Branch Capital’s Affiliated Managers Group AMG Stock Holding History

West Branch Capital’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
2023
Q1 		– Sell
-31
Closed -$4.91K – 458
2022
Q4 		$4.91K Hold
31
– – ﹤0.01% 345
2022
Q3 		$3K Hold
31
– – ﹤0.01% 381
2022
Q2 		$4K Hold
31
– – ﹤0.01% 346
2022
Q1 		$4K Hold
31
– – ﹤0.01% 366
2021
Q4 		$5K Hold
31
– – ﹤0.01% 378
2021
Q3 		$5K Hold
31
– – ﹤0.01% 353
2021
Q2 		$5K Buy
+31
New +$4.95K ﹤0.01% 368

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
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 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
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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return

West Branch Capital's AMG Position: Q1 2023 in Review

West Branch Capital sold out of Affiliated Managers Group (AMG) in Q1 2023, closing a stake of 31 shares — an estimated $4.91K sold.

West Branch Capital first reported a position in AMG in Q2 2021 and held it in 7 quarters. The position peaked at $5K in Q4 2021. 386 funds tracked by Wall St. Rank hold AMG as of Q1 2023.

  • West Branch Capital reported no remaining Affiliated Managers Group position as of Q1 2023 after selling out during the quarter.
  • West Branch Capital sold 31 Affiliated Managers Group shares in Q1 2023, an estimated $4.91K.
  • West Branch Capital first reported a position in Affiliated Managers Group in Q2 2021 and held it in 7 quarters.
  • West Branch Capital's Affiliated Managers Group position peaked at $5K in Q4 2021.
  • 386 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2023.

Based on West Branch Capital's 13F filing for Q1 2023, filed 20 Apr 2023.