Ellevest, Inc. Affiliated Managers Group, Inc. Transaction History

Ellevest, Inc.

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 04, 2023	BUY	$133.32 - $177.04 $2,933 - $3,894	22 Added 11.76%	209 $29,000
Q4 2022 Feb 03, 2023	BUY	$111.85 - $162.6 $3,467 - $5,040	31 Added 19.87%	187 $29,000
Q3 2022 Nov 02, 2022	BUY	$47.75 - $133.64 $4,345 - $12,161	91 Added 140.0%	156 $17,000
Q2 2022 Jul 18, 2022	BUY	$113.52 - $144.47 $681 - $866	6 Added 10.17%	65 $8,000
Q1 2022 Apr 19, 2022	BUY	$122.48 - $166.83 $2,817 - $3,837	23 Added 63.89%	59 $8,000
Q3 2020 Oct 26, 2020	SELL	$63.38 - $74.19 $253 - $296	-4 Reduced 10.0%	36 $2,000
Q2 2020 Jul 06, 2020	SELL	$55.36 - $81.72 $4,096 - $6,047	-74 Reduced 64.91%	40 $3,000
Q1 2020 Apr 13, 2020	BUY	$45.15 - $88.78 $3,386 - $6,658	75 Added 192.31%	114 $7,000
Q4 2019 Feb 05, 2020	BUY	$71.8 - $87.17 $2,800 - $3,399	39 New	39 $3,000

451

30.1M

10.9K

26.9K

Ticker AMG
Exchange OTC
Sector Financial Services
Industry Asset Management
Shares Outstandng 38,226,500
Market Cap $7.09B
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...

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