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Wipfli Financial Advisors’s Affiliated Managers Group AMG Stock Holding History

Wipfli Financial 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
2022
Q3 		$74K Buy
+660
New +$82.8K 0.01% 878

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
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
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Wipfli Financial Advisors's AMG Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Affiliated Managers Group (AMG) in Q3 2022: 660 shares worth $74K. The stake represents 0.01% of the portfolio and ranks #878 among its holdings.

329 funds tracked by Wall St. Rank hold AMG as of Q3 2022.

  • Wipfli Financial Advisors held 660 shares of Affiliated Managers Group worth $74K as of Q3 2022.
  • Affiliated Managers Group was a new Wipfli Financial Advisors position in Q3 2022.
  • Affiliated Managers Group made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #878 holding.
  • 329 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.