A detailed history of Bell Investment Advisors, Inc transactions in Affiliated Managers Group, Inc. stock. As of the latest transaction made, Bell Investment Advisors, Inc holds 81 shares of AMG stock, worth $14,955. This represents 0.0% of its overall portfolio holdings.

Number of Shares
81
Previous 95 14.74%
Holding current value
$14,955
Previous $14,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2024

SELL
$154.72 - $185.62 $2,166 - $2,598
-14 Reduced 14.74%
81 $14,000
Q4 2023

Feb 14, 2024

BUY
$121.54 - $153.44 $1,215 - $1,534
10 Added 11.76%
95 $14,000
Q3 2023

Nov 08, 2023

BUY
$129.58 - $162.32 $4,664 - $5,843
36 Added 73.47%
85 $11,000
Q2 2023

Aug 09, 2023

SELL
$137.14 - $151.22 $959 - $1,058
-7 Reduced 12.5%
49 $7,000
Q1 2023

May 10, 2023

BUY
$133.32 - $177.04 $1,466 - $1,947
11 Added 24.44%
56 $7,000
Q4 2022

Feb 08, 2023

BUY
$111.85 - $162.6 $894 - $1,300
8 Added 21.62%
45 $7,000
Q3 2022

Nov 09, 2022

BUY
$47.75 - $133.64 $859 - $2,405
18 Added 94.74%
37 $4,000
Q2 2022

Aug 12, 2022

BUY
$113.52 - $144.47 $113 - $144
1 Added 5.56%
19 $2,000
Q3 2021

Nov 12, 2021

BUY
$147.13 - $179.87 $2,648 - $3,237
18 New
18 $3,000

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 $7.06B
  • 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 Bell Investment Advisors, Inc Portfolio

Follow Bell Investment Advisors, Inc 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 Bell Investment Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Bell Investment Advisors, Inc with notifications on news.