AE Wealth Management’s Bullfrog AI BFRG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-10,000	Closed	-$70.4K	–	1218
2023 Q4	$70.4K	Buy	+10,000	New	+$29K	﹤0.01%	1968

Other funds holding BFRG

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

FFG

Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

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

AE Wealth Management sold out of Bullfrog AI (BFRG) in Q1 2024, closing a stake of 10,000 shares — an estimated $70.4K sold.

AE Wealth Management first reported a position in BFRG in Q4 2023 and held it in 1 quarter. The position peaked at $70.4K in Q4 2023. 9 funds tracked by Wall St. Rank hold BFRG as of Q1 2024.

AE Wealth Management reported no remaining Bullfrog AI position as of Q1 2024 after selling out during the quarter.
AE Wealth Management sold 10,000 Bullfrog AI shares in Q1 2024, an estimated $70.4K.
AE Wealth Management first reported a position in Bullfrog AI in Q4 2023 and held it in 1 quarter.
AE Wealth Management's Bullfrog AI position peaked at $70.4K in Q4 2023.
9 funds tracked by Wall St. Rank held Bullfrog AI as of Q1 2024.

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