AWM
APPS icon

AE Wealth Management’s Digital Turbine APPS Stock Holding History

AE Wealth Management’s Portfolio APPS Stock Details APPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-3,933
Closed -$299K – 1623
2021
Q2 		$299K Sell
3,933
-2,799
-42% -$200K ﹤0.01% 1346
2021
Q1 		$541K Sell
6,732
-15,391
-70% -$1.12M 0.01% 993
2020
Q4 		$1.25M Buy
22,123
+13,710
+163% +$562K 0.01% 644
2020
Q3 		$275K Buy
+8,413
New +$181K ﹤0.01% 1068

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Fidelity Investments
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State Street
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GIM
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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GRIM
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return