Ownership history in CWC Advisors, LLC. · 14 quarters on record
This page tracks every 13F SEC filing in which CWC Advisors, LLC. reported a position in Affiliated Managers Group COM (AMG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 12,000 | -4,309 | -26.4% | 1.67% | $3.5M | $288.27 |
| 2025 Q3 | REDUCED | 16,309 | -160 | -1.0% | 1.90% | $3.9M | $238.41 |
| 2025 Q2 | ADDED | 16,469 | +446 | +2.8% | 1.67% | $3.2M | $196.75 |
| 2025 Q1 | ADDED | 16,023 | +5,190 | +47.9% | 1.53% | $2.7M | $168.00 |
As of 2025 Q4 — sorted by position size