AWM
ABX

AE Wealth Management’s Abacus Global Management ABX Stock Holding History

AE Wealth Management’s Portfolio ABX Stock Details ABX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-29,152
Closed -$361K – 1147
2023
Q4 		$361K Buy
+29,152
New +$205K ﹤0.01% 1615

Other funds holding ABX

AFA
Alta Fundamental Advisers New York $265M AUM 98.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RWPA
Richard W. Paul & Associates Novi, Michigan $297M AUM 18.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

AE Wealth Management sold out of Abacus Global Management (ABX) in Q1 2024, closing a stake of 29,152 shares — an estimated $361K sold.

AE Wealth Management first reported a position in ABX in Q4 2023 and held it in 1 quarter. The position peaked at $361K in Q4 2023. 15 funds tracked by Wall St. Rank hold ABX as of Q1 2024.

  • AE Wealth Management reported no remaining Abacus Global Management position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 29,152 Abacus Global Management shares in Q1 2024, an estimated $361K.
  • AE Wealth Management first reported a position in Abacus Global Management in Q4 2023 and held it in 1 quarter.
  • AE Wealth Management's Abacus Global Management position peaked at $361K in Q4 2023.
  • 15 funds tracked by Wall St. Rank held Abacus Global Management as of Q1 2024.

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