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AE Wealth Management’s Applied Optoelectronics AAOI Stock Holding History

AE Wealth Management’s Portfolio AAOI Stock Details AAOI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-19,551
Closed -$293K – 1144
2023
Q4 		$293K Buy
+19,551
New +$256K ﹤0.01% 1715

Other funds holding AAOI

DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AE Wealth Management's AAOI Position: Q1 2024 in Review

AE Wealth Management sold out of Applied Optoelectronics (AAOI) in Q1 2024, closing a stake of 19,551 shares — an estimated $293K sold.

AE Wealth Management first reported a position in AAOI in Q4 2023 and held it in 1 quarter. The position peaked at $293K in Q4 2023. 119 funds tracked by Wall St. Rank hold AAOI as of Q1 2024.

  • AE Wealth Management reported no remaining Applied Optoelectronics position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 19,551 Applied Optoelectronics shares in Q1 2024, an estimated $293K.
  • AE Wealth Management first reported a position in Applied Optoelectronics in Q4 2023 and held it in 1 quarter.
  • AE Wealth Management's Applied Optoelectronics position peaked at $293K in Q4 2023.
  • 119 funds tracked by Wall St. Rank held Applied Optoelectronics as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.