Svb Wealth LLC Affiliated Managers Group, Inc. Transaction History

Svb Wealth LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 24, 2023	SELL	$137.14 - $151.22 $34,147 - $37,653	-249 Reduced 14.0%	1,530 $229,000
Q1 2023 May 12, 2023	SELL	$133.32 - $177.04 $1,333 - $1,770	-10 Reduced 0.56%	1,779 $253,000
Q4 2022 Feb 10, 2023	BUY	$111.85 - $162.6 $200,099 - $290,891	1,789 New	1,789 $283,000
Q4 2021 Feb 15, 2022	SELL	$147.82 - $190.34 $728,900 - $938,566	-4,931 Closed	0 $0
Q3 2021 Nov 09, 2021	BUY	$147.13 - $179.87 $170,082 - $207,929	1,156 Added 30.62%	4,931 $745,000
Q2 2021 Aug 13, 2021	BUY	$148.6 - $174.86 $124,972 - $147,057	841 Added 28.66%	3,775 $582,000
Q1 2021 May 11, 2021	BUY	$99.11 - $152.06 $290,788 - $446,144	2,934 New	2,934 $437,000

431

31M

7.7K

33.9K

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...

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

Stay updated on Svb Wealth LLC with notifications on news.