AWM
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AE Wealth Management’s Atomera ATOM Stock Holding History

AE Wealth Management’s Portfolio ATOM Stock Details ATOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-16,859
Closed -$106K – 2056
2023
Q3 		$106K Buy
16,859
+3,263
+24% +$23.3K ﹤0.01% 1833
2023
Q2 		$119K Buy
13,596
+790
+6% +$6.23K ﹤0.01% 1791
2023
Q1 		$81.6K Buy
12,806
+1,631
+15% +$11K ﹤0.01% 1799
2022
Q4 		$69.5K Buy
+11,175
New +$91.6K ﹤0.01% 1741

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Vanguard Group
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HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
AC
Avenir Corporation Alexandria, Virginia $820M AUM 2.4% 1-Year Est. Return
QPW
Quantum Private Wealth Tampa, Florida $324M AUM 37.9% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return