West Paces Advisors’s Affiliated Managers Group AMG Stock Holding History

West Paces Advisors’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
2024 Q3	–	Sell	-16	Closed	-$2.5K	–	549
2024 Q2	$2.5K	Hold	16	–	–	﹤0.01%	428
2024 Q1	$2.68K	Buy	+16	New	+$2.49K	﹤0.01%	431
2019 Q3	–	Sell	-8	Closed	-$737	–	487
2019 Q2	$737	Hold	8	–	–	﹤0.01%	462
2019 Q1	$857	Hold	8	–	–	﹤0.01%	464
2018 Q4	$780	Hold	8	–	–	﹤0.01%	471
2018 Q3	$1.09K	Hold	8	–	–	﹤0.01%	466
2018 Q2	$1.19K	Hold	8	–	–	﹤0.01%	469
2018 Q1	$1.52K	Hold	8	–	–	﹤0.01%	436
2017 Q4	$1.64K	Hold	8	–	–	﹤0.01%	452
2017 Q3	$1.52K	Hold	8	–	–	﹤0.01%	453
2017 Q2	$1.33K	Hold	8	–	–	﹤0.01%	463
2017 Q1	$1.31K	Hold	8	–	–	﹤0.01%	464
2016 Q4	$1.16K	Buy	+8	New	+$1.16K	﹤0.01%	517

Other funds holding AMG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

West Paces Advisors's AMG Position: Q3 2024 in Review

West Paces Advisors sold out of Affiliated Managers Group (AMG) in Q3 2024, closing a stake of 16 shares — an estimated $2.5K sold.

West Paces Advisors first reported a position in AMG in Q4 2016 and held it in 13 quarters. The position peaked at $2.68K in Q1 2024. 422 funds tracked by Wall St. Rank hold AMG as of Q3 2024.

West Paces Advisors reported no remaining Affiliated Managers Group position as of Q3 2024 after selling out during the quarter.
West Paces Advisors sold 16 Affiliated Managers Group shares in Q3 2024, an estimated $2.5K.
West Paces Advisors first reported a position in Affiliated Managers Group in Q4 2016 and held it in 13 quarters.
West Paces Advisors's Affiliated Managers Group position peaked at $2.68K in Q1 2024.
422 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2024.

Based on West Paces Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.