A detailed history of Forum Financial Management, LP transactions in Affiliated Managers Group, Inc. stock. As of the latest transaction made, Forum Financial Management, LP holds 1,379 shares of AMG stock, worth $248,564. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,379
Previous 1,377 0.15%
Holding current value
$248,564
Previous $230,000 6.52%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

BUY
$148.4 - $169.52 $296 - $339
2 Added 0.15%
1,379 $215,000
Q4 2023

Feb 07, 2024

BUY
$121.54 - $153.44 $167,360 - $211,286
1,377 New
1,377 $208,000
Q2 2023

Jul 26, 2023

BUY
$137.14 - $151.22 $188,841 - $208,229
1,377 New
1,377 $206,000
Q4 2022

Jan 24, 2023

BUY
$111.85 - $162.6 $154,017 - $223,900
1,377 New
1,377 $0
Q1 2022

May 16, 2022

SELL
$122.48 - $166.83 $162,408 - $221,216
-1,326 Closed
0 $0
Q4 2021

Feb 18, 2022

BUY
$147.82 - $190.34 $196,009 - $252,390
1,326 New
1,326 $218,000

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 $6.89B
  • 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
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