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
Tip: Access up to 7 years of quarterly data
All positions including Affiliated Managers held by Amplius Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Affiliated Managers by Amplius Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.7M | 20k | 238.43 |
| 2025-06-30 | $3.9M | 20k | 196.77 |
| 2025-03-31 | $2.9M | 17k | 168.03 |
| 2024-12-31 | $3.2M | 17k | 184.92 |
| 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 |