Number of Shares
13,150.00
Current Holdings Value*
$1.99 Mil
% of Portfolio
2.14%
Total Estimate Gain
$643,840.50
% of Total Estimate Gain
20.35%

Charles Carroll Financial Partners, LLC's Affiliated Managers Group Inc Holding Summary

As of 2023-12-31, Charles Carroll Financial Partners, LLC held 13,150.00 shares of Affiliated Managers Group Inc(AMG), totaling $1.99 Mil. This investment constitutes 2.14% of their stock portfolio, and Charles Carroll Financial Partners, LLC now holds 0.04% of the outstanding Affiliated Managers Group Inc(AMG) stock.

The initial trade took place in 2021Q4. And since then Charles Carroll Financial Partners, LLC has made 2 purchases of AMG, at an average price of $149.22, for a total of 21,200.00 shares. In addition, there have been 2 sales at an average price of $132.05 for 8,050.00 shares. Based on historical transaction data and AMG's current price of $208.70, Charles Carroll Financial Partners, LLC's estimated gain on his AMG holdings is $643,840.50, reflecting a 20.35% gain to date.

Charles Carroll Financial Partners, LLC AMG ($208.70) Holding Chart

Charles Carroll Financial Partners, LLC AMG ($208.70) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1