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Affiliated Managers shares owned by Partnership Wealth Management

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

Historical chart of Partnership Wealth Management investment in Affiliated Managers

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

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Quarterly reported holdings in Affiliated Managers by Partnership Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $83k 467 177.80
2024-06-30 $167k 1.1k 156.22
2024-03-31 $280k 1.7k 167.47
2023-12-31 $268k 1.8k 148.84

More positions owned by Partnership Wealth Management

Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Eli Lilly & Co Stock (LLY)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares Core S&p Small Cap Etf Etf (IJR)
Ishares Russell 1000 Growth Etf Etf (IWF)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Microsoft Corp Stock (MSFT)
Ishares Msci Eafe Small-cap Etf Etf (SCZ)
Spdr Portfolio Emerging Markets Etf Etf (SPEM)
Trane Technologies Stock (TT)
Pepsico Stock (PEP)
Norfolk Southn Corp Stock (NSC)
Schwab Charles Family Fd Amt Tax Free Mny Money Market Fund (SCTXX)

View all positions for Partnership Wealth 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