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Affiliated Managers shares owned by Amplius Wealth Advisors

Quarter-by-quarter ownership of Affiliated Managers (AMG) shares owned by Amplius Wealth Advisors from 13F filings

Historical chart of Amplius Wealth Advisors investment in Affiliated Managers

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All positions including Affiliated Managers held by Amplius Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Affiliated Managers by Amplius Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.1M 17k 177.80
2024-06-30 $2.7M 17k 156.23
2024-03-31 $3.2M 19k 167.47
2023-12-31 $2.3M 15k 151.42
2023-09-30 $2.0M 15k 130.34
2023-06-30 $2.3M 15k 149.89
2023-03-31 $279k 2.0k 142.42