AWM
BELFB

AE Wealth Management’s Bel Fuse Inc Class B BELFB Stock Holding History

AE Wealth Management’s Portfolio BELFB Stock Details BELFB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-4,446
Closed -$212K – 2062
2023
Q3 		$212K Buy
+4,446
New +$229K ﹤0.01% 1764

Other funds holding BELFB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

AE Wealth Management sold out of Bel Fuse Inc Class B (BELFB) in Q4 2023, closing a stake of 4,446 shares — an estimated $212K sold.

AE Wealth Management first reported a position in BELFB in Q3 2023 and held it in 1 quarter. The position peaked at $212K in Q3 2023. 146 funds tracked by Wall St. Rank hold BELFB as of Q4 2023.

  • AE Wealth Management reported no remaining Bel Fuse Inc Class B position as of Q4 2023 after selling out during the quarter.
  • AE Wealth Management sold 4,446 Bel Fuse Inc Class B shares in Q4 2023, an estimated $212K.
  • AE Wealth Management first reported a position in Bel Fuse Inc Class B in Q3 2023 and held it in 1 quarter.
  • AE Wealth Management's Bel Fuse Inc Class B position peaked at $212K in Q3 2023.
  • 146 funds tracked by Wall St. Rank held Bel Fuse Inc Class B as of Q4 2023.

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