A detailed history of Jfs Wealth Advisors, LLC transactions in Affiliated Managers Group, Inc. stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 30 shares of AMG stock, worth $5,570. This represents 0.0% of its overall portfolio holdings.

Number of Shares
30
Previous 30 -0.0%
Holding current value
$5,570
Previous $4,000 25.0%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024

BUY
$146.42 - $167.47 $146 - $167
1 Added 3.45%
30 $5,000
Q4 2023

Feb 07, 2024

SELL
$121.54 - $153.44 $243 - $306
-2 Reduced 6.45%
29 $4,000
Q3 2023

Nov 02, 2023

SELL
$129.58 - $162.32 $1,684 - $2,110
-13 Reduced 29.55%
31 $4,000
Q1 2023

Apr 19, 2023

SELL
$133.32 - $177.04 $666 - $885
-5 Reduced 10.2%
44 $6,000
Q4 2022

Feb 13, 2023

BUY
$111.85 - $162.6 $671 - $975
6 Added 13.95%
49 $7,000
Q3 2022

Oct 21, 2022

BUY
$47.75 - $133.64 $1,384 - $3,875
29 Added 207.14%
43 $5,000
Q2 2022

Aug 02, 2022

SELL
$113.52 - $144.47 $2,270 - $2,889
-20 Reduced 58.82%
14 $2,000
Q1 2022

May 02, 2022

BUY
$122.48 - $166.83 $2,449 - $3,336
20 Added 142.86%
34 $5,000
Q4 2021

Feb 03, 2022

BUY
$147.82 - $190.34 $2,069 - $2,664
14 New
14 $2,000

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 $7.1B
  • 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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