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Affiliated Managers shares owned by Mission Wealth Management

Quarter-by-quarter ownership of Affiliated Managers (AMG) shares owned by Mission Wealth Management from 13F filings

Historical chart of Mission Wealth Management investment in Affiliated Managers

Tip: Access up to 7 years of quarterly data

All positions including Affiliated Managers held by Mission Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Affiliated Managers by Mission Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.9M 11k 167.47

More positions owned by Mission Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Usa Esg Slc (SUSA)
The Trade Desk Com Cl A (TTD)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p Scp Etf (IJR)
Wisdomtree Tr Floatng Rat Trea (USFR)

View all positions for Mission Wealth Management

Top funds holding Affiliated Managers

Vanguard Group
BlackRock
Morgan Stanley
Clarkston Capital Partners
FMR
Southeastern Asset Management
Dimensional Fund Advisors
Lyrical Asset Management
Kiltearn Partners
Geode Capital Management
Allianz Asset Management
Channing Capital Management
Charles Schwab Investment Management
Bank of New York Mellon
Lgt Capital Partners

View all funds holding Affiliated Managers