AWM
AAU

AE Wealth Management’s Almaden Minerals Ltd AAU Stock Holding History

AE Wealth Management’s Portfolio AAU Stock Details AAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-40,500
Closed -$5.47K – 2069
2023
Q4 		$5.47K Buy
40,500
+17,931
+79% +$2.51K ﹤0.01% 2035
2023
Q3 		$3.31K Buy
22,569
+69
+0.3% +$9 ﹤0.01% 1933
2023
Q2 		$2.9K Sell
22,500
-4,000
-15% -$545 ﹤0.01% 1886
2023
Q1 		$5.04K Buy
26,500
+2,000
+8% +$440 ﹤0.01% 1862
2022
Q4 		$5.99K Hold
24,500
– – ﹤0.01% 1804
2022
Q3 		$5K Buy
+24,500
New +$5.58K ﹤0.01% 1735

Other funds holding AAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

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

AE Wealth Management sold out of Almaden Minerals Ltd (AAU) in Q1 2024, closing a stake of 40,500 shares — an estimated $5.47K sold.

AE Wealth Management first reported a position in AAU in Q3 2022 and held it in 6 quarters. The position peaked at $5.99K in Q4 2022. 24 funds tracked by Wall St. Rank hold AAU as of Q1 2024.

  • AE Wealth Management reported no remaining Almaden Minerals Ltd position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 40,500 Almaden Minerals Ltd shares in Q1 2024, an estimated $5.47K.
  • AE Wealth Management first reported a position in Almaden Minerals Ltd in Q3 2022 and held it in 6 quarters.
  • AE Wealth Management's Almaden Minerals Ltd position peaked at $5.99K in Q4 2022.
  • 24 funds tracked by Wall St. Rank held Almaden Minerals Ltd as of Q1 2024.

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