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Affiliated Managers shares owned by Lake Point Wealth Management

Quarter-by-quarter ownership of Affiliated Managers (AMG) shares owned by Lake Point Wealth Management from 13F filings

Historical chart of Lake Point Wealth Management investment in Affiliated Managers

Tip: Access up to 7 years of quarterly data

All positions including Affiliated Managers held by Lake Point Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Affiliated Managers by Lake Point Wealth Management

Quarter filed Position value Share count Share price at filing
2022-06-30 $2.0k 13 153.85
2022-03-31 $2.0k 13 153.85
2021-12-31 $2.0k 13 153.85
2021-09-30 $2.0k 13 153.85
2021-06-30 $2.0k 13 153.85
2020-03-31 $1.0k 13 76.92
2019-12-31 $999 13 76.92
2019-06-30 $999 13 76.92
2019-03-31 $999 13 76.92
2018-12-31 $999 13 76.92

More positions owned by Lake Point Wealth Management

Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Flexshares Tr Iboxx 5yr Trgt (TDTF)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Gold Tr Ishares New (IAU)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA)
Pimco Etf Tr Active Bd Etf (BOND)
Procter & Gamble Company (PG)

View all positions for Lake Point Wealth Management

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