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Affiliated Managers shares owned by Legacy Wealth Asset Management

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

Historical chart of Legacy Wealth Asset Management investment in Affiliated Managers

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Affiliated Managers by Legacy Wealth Asset Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $633k 4.1k 156.23
2024-03-31 $633k 3.8k 167.47
2023-12-31 $564k 3.7k 151.42
2023-09-30 $479k 3.7k 130.34
2023-06-30 $538k 3.6k 149.89
2023-03-31 $476k 3.3k 142.42
2022-12-31 $539k 3.4k 158.43
2022-09-30 $372k 3.3k 111.88
2022-06-30 $337k 2.9k 116.49

More positions owned by Legacy Wealth Asset Management

Fidelity Wise Origin Bitcoin SHS (FBTC)
Ishares Tr TRS FLT RT BD (TFLO)
Global X Fds Glbl X Mlp Etf (MLPA)
NVIDIA Corporation (NVDA)
Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES)
Apple (AAPL)
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)
Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD)
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)
Broadcom (AVGO)
Eli Lilly & Co. (LLY)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)
Ubs Ag London Branch Etracs Ubs Bloom (UCIB)
Linde SHS (LIN)

View all positions for Legacy Wealth Asset Management

Top funds holding Affiliated Managers

Vanguard Group
BlackRock
BlackRock
Morgan Stanley
Clarkston Capital Partners
Ariel Investments
State Street Corporation
Robeco Investment Management
Southeastern Asset Management
Dimensional Fund Advisors
Lyrical Asset Management
Hanna Zanoni
Geode Capital Management
Kiltearn Partners
Citadel Advisors

View all funds holding Affiliated Managers