A detailed history of Partnership Wealth Management, LLC transactions in Affiliated Managers Group, Inc. stock. As of the latest transaction made, Partnership Wealth Management, LLC holds 467 shares of AMG stock, worth $87,627. This represents 0.06% of its overall portfolio holdings.

Number of Shares
467
Previous 1,070 56.36%
Holding current value
$87,627
Previous $167 Million 50.33%
% of portfolio
0.06%
Previous 0.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024

SELL
$154.72 - $185.62 $93,296 - $111,928
-603 Reduced 56.36%
467 $83 Million
Q2 2024

Jul 03, 2024

SELL
$148.4 - $169.52 $89,485 - $102,220
-603 Reduced 36.04%
1,070 $167 Million
Q1 2024

Apr 10, 2024

SELL
$146.42 - $167.47 $19,034 - $21,771
-130 Reduced 7.21%
1,673 $280 Million
Q4 2023

Feb 07, 2024

BUY
$121.54 - $153.44 $219,136 - $276,652
1,803 New
1,803 $268 Million

Others Institutions Holding AMG

About AFFILIATED MANAGERS GROUP, INC.


  • Ticker AMG
  • Exchange OTC
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 38,226,500
  • Market Cap $7.17B
  • Description
  • Affiliated Managers Group, Inc., through its affiliates, operates as an asset management company providing investment management services to mutual funds, institutional clients, and high net worth individuals in the United States. It provides advisory or subadvisory services to mutual funds. These funds are distributed to retail and institutiona...
More about AMG
Track This Portfolio

Track Partnership Wealth Management, LLC Portfolio

Follow Partnership Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Partnership Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Partnership Wealth Management, LLC with notifications on news.