AE Wealth Management’s Albertsons Companies ACI Stock Holding History

AE Wealth Management’s Portfolio ACI Stock Details ACI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-149,606	Closed	-$3.4M	–	2042
2023 Q3	$3.4M	Sell	149,606 -20,504	-12%	-$458K	0.02%	666
2023 Q2	$3.71M	Buy	+170,110	New	+$3.54M	0.02%	629
2022 Q3	–	Sell	-26,188	Closed	-$700K	–	1742
2022 Q2	$700K	Sell	26,188 -3,042	-10%	-$93.1K	0.01%	1030
2022 Q1	$972K	Buy	29,230 +1,338	+5%	+$41.6K	0.01%	926
2021 Q4	$842K	Buy	+27,892	New	+$884K	0.01%	1003
2021 Q2	–	Sell	-34,836	Closed	-$664K	–	1580
2021 Q1	$664K	Sell	34,836 -13,648	-28%	-$240K	0.01%	904
2020 Q4	$852K	Buy	+48,484	New	+$735K	0.01%	762

Other funds holding ACI

CCM

Cerberus Capital Management New York $2.1B AUM 36.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

AE Wealth Management's ACI Position: Q4 2023 in Review

AE Wealth Management sold out of Albertsons Companies (ACI) in Q4 2023, closing a stake of 149,606 shares — an estimated $3.4M sold.

AE Wealth Management first reported a position in ACI in Q4 2020 and held it in 7 quarters. The position peaked at $3.71M in Q2 2023. 433 funds tracked by Wall St. Rank hold ACI as of Q4 2023.

AE Wealth Management reported no remaining Albertsons Companies position as of Q4 2023 after selling out during the quarter.
AE Wealth Management sold 149,606 Albertsons Companies shares in Q4 2023, an estimated $3.4M.
AE Wealth Management first reported a position in Albertsons Companies in Q4 2020 and held it in 7 quarters.
AE Wealth Management's Albertsons Companies position peaked at $3.71M in Q2 2023.
433 funds tracked by Wall St. Rank held Albertsons Companies as of Q4 2023.

Based on AE Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.