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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

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

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Quarterly reported holdings in Affiliated Managers by Amplius Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $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

More positions owned by Amplius Wealth Advisors

Ishares Tr Global 100 Etf (IOO)
Pacer Fds Tr Developed Mrkt (ICOW)
Putnam Etf Trust Focused Lar Cap (PVAL)
Pacer Fds Tr Pacer Us Small (CALF)
Vanguard Bd Index Fds Intermed Term (BIV)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
RBB Motley Fol Etf (TMFC)
Innovator Etfs Tr Equity Def Protn (TJUL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Blackstone Secd Lending Common Stock (BXSL)
Bondbloxx Etf Trust Bloomberg Two Yr (XTWO)
Ishares Tr S&p 100 Etf (OEF)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB)

View all positions for Amplius Wealth Advisors

Top funds holding Affiliated Managers

Vanguard Group
Clarkston Capital Partners
Southeastern Asset Management
Dimensional Fund Advisors
Allianz Asset Management
Channing Capital Management
Norges Bank Investment Management
Lgt Capital Partners
Citadel Advisors
Charles Schwab Investment Management
Bank of New York Mellon
Marshall Wace
J. V. Bruni And Company
Millennium Management
D. E. Shaw & Co

View all funds holding Affiliated Managers