AMG
Affiliated Managers Group
Screener candidate detail · 3 active archetypes
Active
3
archetypes
History
46
rows
Days on list
5
oldest active
Screener Funnel
✓Fired
7 archetypes
✓S1 signal
reached primed
✓S2 deep set
conviction stamped
○Promoted
not promoted
Stages a name passes through: fired an archetype → reached an S1 signal (state ≥ partial) → entered the S2 deep-enrichment set (conviction stamped) → promoted to the watchlist. Each step is "ever reached" across this name's recorded history (capped at 60 rows — a very long-lived name's earliest episodes may fall outside this window).
Active Candidacies
A4 · Pre-Catalyst Coilingpartialpersisting
score: 0.000confluence: 1days: 5as of 2026-09-04
Triggers:rvol_pctile 19.1 (tight ≤20)quality:passinside_day: confirmedNR7: confirmedcatalyst: no upcoming date foundNOTE: vol setup — resolves both ways (not directional)iv_pctile:no_options_data (co_options_daily absent — sparse by design; score = rvol×proximity only)
Dislocation:
Realized Vol Pct 1y
19.12
Inside Day
Yes
Nr7
Yes
Days To Catalyst
—
Proximity Factor
0.00
Iv Pctile
—
Options Legs Enabled
Yes
Gate pass
Yes
Regime at flag: CAUTIOUS
N1 · Distribution Toppartialpersisting
score: 0.000confluence: 1days: 25as of 2026-09-04
Triggers:quality:passnear_52w_high:-4.5%rsi_divergence:52momentum_rollover:-1.3%rel_vol:0.11confirmation:pending
Dislocation:
Dist 52w High
-0.04
Near 52w High
Yes
Rsi 14
52.07
Rsi Divergence
Yes
Sma Dist 10
0.00
Sma Dist 20
0.01
Sma Breach
No
Ret 5d
-0.01
Regime at flag: CAUTIOUS
N3 · Failed Breakoutprimedpersisting
score: 0.891confluence: 0days: 15as of 2026-09-01
Triggers:quality:passrecent_breakout_above:sma20failure_bar:-2.0%failure_vol:weak:0.84sustained_below
Dislocation:
Breakout Level
sma20
Dist 52w High
-0.06
Sma Dist 20
-0.01
Recent Push
Yes
Below Level
Yes
Failure Bar
Yes
Sustained Below
Yes
1-day return
-2.04%
Regime at flag: RISK-ON
Promote to Watchlist
Seeds the company layer immediately; full deep-data scaffold runs in the background.
Lifecycle Timeline
One strip per archetype, oldest → newest. Each cell is a trading day the screener recorded this name; color = lifecycle status. A ● marks a day the name was in the buy zone (ripeness confirmed/loaded); a left gap marks the start of a new candidacy episode.
A4 · Pre-Catalyst Coilinglong recoveryactive
3 days
N1 · Distribution Topshort fragilityactive
5 days
N3 · Failed Breakoutshort fragilityactive
10 days
A8 · PEAD Beat Drift
8 days
A2 · Oversold Sympathy
6 days
A3 · Positioning Extreme
4 days
A5 · Mechanical Reversion
10 days
newpersistingdecayedexitedpromotedunknownripe day
Realized Episodes
Each completed candidacy graded as a "would-have" trade: entered when the archetype began flagging this name, exited when the screener dropped it. Return is direction-adjusted and market-adjusted (minus SPY, where available) — hindsight, not advice. Open episodes are marked-to-market and excluded from the tally.
Closed: 2/7 directionally right · mean +0.2% · small sample, illustrative not proof
A4 · Pre-Catalyst Coilinglong recovery2026-08-31 → open9 bars
-3.5%open · MTM
N3 · Failed Breakoutshort fragility2026-08-19 → open17 bars
+2.5%open · MTM
N1 · Distribution Topshort fragility2026-08-11 → open23 bars
+0.6%open · MTM
A8 · PEAD Beat Driftlong recovery2026-08-03 → 2026-08-117 bars
-3.0%closed
A2 · Oversold Sympathylong recovery2026-07-22 → 2026-07-232 bars
+2.0%closed
N3 · Failed Breakoutshort fragility2026-07-09 → 2026-07-3117 bars
-2.8%dropped
A2 · Oversold Sympathylong recovery2026-06-25 → 2026-06-262 bars
-0.5%closed
A5 · Mechanical Reversionlong recovery2026-06-15 → 2026-06-3011 bars
-3.2%closed
N3 · Failed Breakoutshort fragility2026-06-09 → 2026-06-2512 bars
-1.3%dropped
A3 · Positioning Extremelong recovery2026-06-04 → 2026-06-083 bars
+9.9%closed
Lifecycle History(newest first, up to 60 rows)
| Date | Archetype | State | Score | Confluence | Status | Dislocation |
|---|---|---|---|---|---|---|
| 2026-09-04 | N1 · Distribution Top | partial | 0.000 | 1 | persisting | Dist 52w High: -0.04 · Near 52w High: Yes · Rsi 14: 52.07 · Rsi Divergence: Yes · Sma Dist 10: 0.00 · Sma Dist 20: 0.01 |
| 2026-09-04 | A8 · PEAD Beat Drift | partial | 0.143 | 1 | exited | Eps Surprise: 0.05 · Days Since Earnings: 8.00 · Recency Max: 10.00 · Primed Floor: 0.10 · Partial Floor: 0.03 · Direction Of Evidence: pead_beat_continuation |
| 2026-09-04 | A4 · Pre-Catalyst Coiling | partial | 0.000 | 1 | persisting | Realized Vol Pct 1y: 19.12 · Inside Day: Yes · Nr7: Yes · Days To Catalyst: — · Proximity Factor: 0.00 · Iv Pctile: — |
| 2026-09-03 | N1 · Distribution Top | partial | 0.000 | 1 | persisting | Dist 52w High: -0.04 · Near 52w High: Yes · Rsi 14: 52.03 · Rsi Divergence: Yes · Sma Dist 10: 0.00 · Sma Dist 20: 0.01 |
| 2026-09-03 | A4 · Pre-Catalyst Coiling | partial | 0.000 | 1 | persisting | Realized Vol Pct 1y: 19.52 · Inside Day: Yes · Nr7: No · Days To Catalyst: — · Proximity Factor: 0.00 · Iv Pctile: — |
| 2026-09-01 | N3 · Failed Breakout | primed | 0.891 | 0 | persisting | Breakout Level: sma20 · Dist 52w High: -0.06 · Sma Dist 20: -0.01 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-08-31 | N3 · Failed Breakout | primed | 0.693 | 1 | persisting | Breakout Level: sma20 · Dist 52w High: -0.04 · Sma Dist 20: 0.00 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-08-31 | A4 · Pre-Catalyst Coiling | partial | 0.000 | 1 | new | Realized Vol Pct 1y: 11.95 · Inside Day: Yes · Nr7: Yes · Days To Catalyst: — · Proximity Factor: 0.00 · Iv Pctile: — |
| 2026-08-27 | N3 · Failed Breakout | primed | 0.128 | 1 | persisting | Breakout Level: sma20 · Dist 52w High: -0.03 · Sma Dist 20: 0.01 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-08-21 | A8 · PEAD Beat Drift | partial | 0.143 | 1 | decayed | Eps Surprise: 0.05 · Days Since Earnings: 8.00 · Recency Max: 10.00 · Primed Floor: 0.10 · Partial Floor: 0.03 · Direction Of Evidence: pead_beat_continuation |
| 2026-08-18 | N3 · Failed Breakout | primed | 0.917 | 1 | new | Breakout Level: sma20 · Dist 52w High: -0.05 · Sma Dist 20: -0.01 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-08-14 | N1 · Distribution Top | primed | 0.170 | 1 | persisting | Dist 52w High: -0.04 · Near 52w High: Yes · Rsi 14: 52.57 · Rsi Divergence: Yes · Sma Dist 10: -0.01 · Sma Dist 20: 0.01 |
| 2026-08-13 | N1 · Distribution Top | primed | 0.304 | 1 | persisting | Dist 52w High: -0.04 · Near 52w High: Yes · Rsi 14: 53.20 · Rsi Divergence: Yes · Sma Dist 10: -0.01 · Sma Dist 20: 0.01 |
| 2026-08-12 | N3 · Failed Breakout | primed | 0.931 | 1 | decayed | Breakout Level: sma20 · Dist 52w High: -0.05 · Sma Dist 20: 0.00 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-08-11 | N1 · Distribution Top | primed | 0.875 | 1 | new | Dist 52w High: -0.04 · Near 52w High: Yes · Rsi 14: 53.68 · Rsi Divergence: Yes · Sma Dist 10: -0.01 · Sma Dist 20: 0.01 |
| 2026-08-07 | A8 · PEAD Beat Drift | partial | 0.143 | 1 | persisting | Eps Surprise: 0.05 · Days Since Earnings: 8.00 · Recency Max: 10.00 · Primed Floor: 0.10 · Partial Floor: 0.03 · Direction Of Evidence: pead_beat_continuation |
| 2026-08-06 | A8 · PEAD Beat Drift | partial | 0.142 | 1 | persisting | Eps Surprise: 0.05 · Days Since Earnings: 7.00 · Recency Max: 10.00 · Primed Floor: 0.10 · Partial Floor: 0.03 · Direction Of Evidence: pead_beat_continuation |
| 2026-08-05 | A8 · PEAD Beat Drift | partial | 0.141 | 1 | persisting | Eps Surprise: 0.05 · Days Since Earnings: 6.00 · Recency Max: 10.00 · Primed Floor: 0.10 · Partial Floor: 0.03 · Direction Of Evidence: pead_beat_continuation |
| 2026-08-04 | A2 · Oversold Sympathy | primed | 0.924 | 1 | exited | 1-day return: -7.23% · 1-day return: -7.23% · Beta (60d): 0.64 · Sector return (1d): 0.12% · Sector return: 0.12% · Borrowed drop: -7.31% |
| 2026-08-04 | A8 · PEAD Beat Drift | partial | 0.140 | 1 | persisting | Eps Surprise: 0.05 · Days Since Earnings: 5.00 · Recency Max: 10.00 · Primed Floor: 0.10 · Partial Floor: 0.03 · Direction Of Evidence: pead_beat_continuation |
| 2026-08-03 | A8 · PEAD Beat Drift | partial | 0.138 | 1 | persisting | Eps Surprise: 0.05 · Days Since Earnings: 4.00 · Recency Max: 10.00 · Primed Floor: 0.10 · Partial Floor: 0.03 · Direction Of Evidence: pead_beat_continuation |
| 2026-07-31 | A8 · PEAD Beat Drift | partial | 0.135 | 1 | new | Eps Surprise: 0.05 · Days Since Earnings: 1.00 · Recency Max: 10.00 · Primed Floor: 0.10 · Partial Floor: 0.03 · Direction Of Evidence: pead_beat_continuation |
| 2026-07-29 | N3 · Failed Breakout | primed | 0.931 | 1 | persisting | Breakout Level: sma20 · Dist 52w High: -0.05 · Sma Dist 20: 0.00 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-07-28 | A2 · Oversold Sympathy | primed | 0.924 | 1 | decayed | 1-day return: -7.23% · 1-day return: -7.23% · Beta (60d): 0.64 · Sector return (1d): 0.12% · Sector return: 0.12% · Borrowed drop: -7.31% |
| 2026-07-21 | A2 · Oversold Sympathy | primed | 0.924 | 1 | new | 1-day return: -7.23% · 1-day return: -7.23% · Beta (60d): 0.64 · Sector return (1d): 0.12% · Sector return: 0.12% · Borrowed drop: -7.31% |
| 2026-07-17 | N3 · Failed Breakout | primed | 0.400 | 1 | persisting | Breakout Level: 52w_high · Dist 52w High: -0.02 · Sma Dist 20: 0.05 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-07-16 | N3 · Failed Breakout | partial | 0.426 | 1 | persisting | Breakout Level: 52w_high · Dist 52w High: -0.01 · Sma Dist 20: 0.06 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-07-16 | A3 · Positioning Extreme | partial | 0.000 | 1 | exited | Short Pct Float: — · Ret 20d: 0.09 · Dist 52w Low: 0.86 · Short Extreme: No · Price Holding: Yes · Options Legs Enabled: Yes |
| 2026-07-13 | N3 · Failed Breakout | primed | 0.635 | 1 | persisting | Breakout Level: 52w_high · Dist 52w High: -0.02 · Sma Dist 20: 0.02 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-07-13 | A5 · Mechanical Reversion | primed | 0.790 | 1 | exited | 1-day return: 0.56% · 1-day return: 0.56% · Beta (60d): 0.90 · Spy Ret 1d: 0.04 · Spy Ret Pct: 3.60% · Beta Residual Pct: -2.69% |
| 2026-07-08 | N3 · Failed Breakout | partial | 0.517 | 1 | new | Breakout Level: 52w_high · Dist 52w High: -0.01 · Sma Dist 20: 0.02 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-07-08 | A2 · Oversold Sympathy | partial | 0.613 | 2 | exited | 1-day return: -3.23% · 1-day return: -3.23% · Beta (60d): 0.90 · Sector return (1d): -0.30% · Sector return: -0.30% · Borrowed drop: -2.96% |
| 2026-07-06 | A5 · Mechanical Reversion | primed | 0.790 | 1 | decayed | 1-day return: 0.56% · 1-day return: 0.56% · Beta (60d): 0.90 · Spy Ret 1d: 0.04 · Spy Ret Pct: 3.60% · Beta Residual Pct: -2.69% |
| 2026-07-01 | A2 · Oversold Sympathy | partial | 0.613 | 2 | decayed | 1-day return: -3.23% · 1-day return: -3.23% · Beta (60d): 0.90 · Sector return (1d): -0.30% · Sector return: -0.30% · Borrowed drop: -2.96% |
| 2026-06-26 | A5 · Mechanical Reversion | primed | 0.790 | 1 | persisting | 1-day return: 0.56% · 1-day return: 0.56% · Beta (60d): 0.90 · Spy Ret 1d: 0.04 · Spy Ret Pct: 3.60% · Beta Residual Pct: -2.69% |
| 2026-06-25 | A3 · Positioning Extreme | partial | 0.000 | 1 | decayed | Short Pct Float: — · Ret 20d: 0.09 · Dist 52w Low: 0.86 · Short Extreme: No · Price Holding: Yes · Options Legs Enabled: Yes |
| 2026-06-24 | A5 · Mechanical Reversion | primed | 0.613 | 2 | persisting | 1-day return: -3.23% · 1-day return: -3.23% · Beta (60d): 0.90 · Spy Ret 1d: 0.00 · Spy Ret Pct: 0.36% · Beta Residual Pct: -3.55% |
| 2026-06-24 | A2 · Oversold Sympathy | partial | 0.613 | 2 | persisting | 1-day return: -3.23% · 1-day return: -3.23% · Beta (60d): 0.90 · Sector return (1d): -0.30% · Sector return: -0.30% · Borrowed drop: -2.96% |
| 2026-06-23 | A5 · Mechanical Reversion | partial | 0.374 | 1 | persisting | 1-day return: -2.00% · 1-day return: -2.00% · Beta (60d): 0.93 · Spy Ret 1d: -0.01 · Spy Ret Pct: -1.20% · Beta Residual Pct: -0.88% |
| 2026-06-22 | A5 · Mechanical Reversion | partial | 0.076 | 1 | persisting | 1-day return: -0.15% · 1-day return: -0.15% · Beta (60d): 0.92 · Spy Ret 1d: 0.00 · Spy Ret Pct: 0.02% · Beta Residual Pct: -0.17% |
| 2026-06-21 | A5 · Mechanical Reversion | partial | 0.334 | 1 | persisting | 1-day return: -0.78% · 1-day return: -0.78% · Beta (60d): 0.93 · Spy Ret 1d: 0.00 · Spy Ret Pct: 0.00% · Beta Residual Pct: -0.78% |
| 2026-06-20 | A5 · Mechanical Reversion | partial | 0.331 | 1 | persisting | 1-day return: -0.78% · 1-day return: -0.78% · Beta (60d): 0.93 · Spy Ret 1d: 0.00 · Spy Ret Pct: 0.00% · Beta Residual Pct: -0.78% |
| 2026-06-19 | A5 · Mechanical Reversion | partial | 0.592 | 2 | persisting | 1-day return: -0.78% · 1-day return: -0.78% · Beta (60d): 0.93 · Spy Ret 1d: 0.00 · Spy Ret Pct: 0.00% · Beta Residual Pct: -0.78% |
| 2026-06-18 | A5 · Mechanical Reversion | partial | 0.011 | 1 | persisting | 1-day return: 0.03% · 1-day return: 0.03% · Beta (60d): 0.96 · Spy Ret 1d: — · Spy Ret Pct: — · Beta Residual Pct: — |
| 2026-06-04 | A3 · Positioning Extreme | partial | 0.000 | 1 | persisting | Short Pct Float: — · Ret 20d: 0.09 · Dist 52w Low: 0.86 · Short Extreme: No · Price Holding: Yes · Options Legs Enabled: Yes |
| 2026-06-03 | A3 · Positioning Extreme | partial | 0.000 | 1 | persisting | Short Pct Float: — · Ret 20d: 0.03 · Dist 52w Low: 0.73 · Short Extreme: No · Price Holding: Yes · Options Legs Enabled: Yes |