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Winch Advisory Services’s Affiliated Managers Group AMG Stock Holding History

Winch Advisory Services’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
-2
Closed -$370 – 499
2024
Q4 		$370 Buy
+2
New +$373 ﹤0.01% 515

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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

Winch Advisory Services's AMG Position: Q1 2025 in Review

Winch Advisory Services sold out of Affiliated Managers Group (AMG) in Q1 2025, closing a stake of 2 shares — an estimated $370 sold.

Winch Advisory Services first reported a position in AMG in Q4 2024 and held it in 1 quarter. The position peaked at $370 in Q4 2024. 396 funds tracked by Wall St. Rank hold AMG as of Q1 2025.

  • Winch Advisory Services reported no remaining Affiliated Managers Group position as of Q1 2025 after selling out during the quarter.
  • Winch Advisory Services sold 2 Affiliated Managers Group shares in Q1 2025, an estimated $370.
  • Winch Advisory Services first reported a position in Affiliated Managers Group in Q4 2024 and held it in 1 quarter.
  • Winch Advisory Services's Affiliated Managers Group position peaked at $370 in Q4 2024.
  • 396 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2025.

Based on Winch Advisory Services's 13F filing for Q1 2025, filed 6 May 2025.