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Affiliated Managers shares owned by Robertson Stephens Wealth Management

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

Historical chart of Robertson Stephens Wealth Management investment in Affiliated Managers

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Affiliated Managers by Robertson Stephens Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $535k 4.1k 130.34
2023-06-30 $615k 4.1k 149.89
2023-03-31 $585k 4.1k 142.42
2022-12-31 $650k 4.1k 158.43
2022-09-30 $458k 4.1k 111.63
2022-06-30 $478k 4.1k 116.50

More positions owned by Robertson Stephens Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Twilio Cl A (TWLO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Growth Etf (VUG)
Select Sector Spdr Tr Technology (XLK)
Applovin Corp Com Cl A (APP)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)

View all positions for Robertson Stephens 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
Bank of New York Mellon
Citadel Advisors
Charles Schwab Investment Management
Marshall Wace
J. V. Bruni And Company
Millennium Management
D. E. Shaw & Co

View all funds holding Affiliated Managers