AE Wealth Management’s Alamos Gold AGI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-11,752	Closed	-$143K	–	1161
2023 Q4	$143K	Sell	11,752 -26,940	-70%	-$353K	﹤0.01%	1920
2023 Q3	$437K	Buy	38,692 +1,049	+3%	+$12.6K	﹤0.01%	1453
2023 Q2	$449K	Buy	37,643 +9,189	+32%	+$117K	﹤0.01%	1450
2023 Q1	$348K	Buy	+28,454	New	+$308K	﹤0.01%	1482

Other funds holding AGI

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

AE Wealth Management sold out of Alamos Gold (AGI) in Q1 2024, closing a stake of 11,752 shares — an estimated $143K sold.

AE Wealth Management first reported a position in AGI in Q1 2023 and held it in 4 quarters. The position peaked at $449K in Q2 2023. 297 funds tracked by Wall St. Rank hold AGI as of Q1 2024.

AE Wealth Management reported no remaining Alamos Gold position as of Q1 2024 after selling out during the quarter.
AE Wealth Management sold 11,752 Alamos Gold shares in Q1 2024, an estimated $143K.
AE Wealth Management first reported a position in Alamos Gold in Q1 2023 and held it in 4 quarters.
AE Wealth Management's Alamos Gold position peaked at $449K in Q2 2023.
297 funds tracked by Wall St. Rank held Alamos Gold as of Q1 2024.

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