AWM
BFST icon

AE Wealth Management’s Business First Bancshares BFST Stock Holding History

AE Wealth Management’s Portfolio BFST Stock Details BFST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-15,295
Closed -$326K – 1757
2022
Q2 		$326K Hold
15,295
– – ﹤0.01% 1404
2022
Q1 		$372K Hold
15,295
– – ﹤0.01% 1340
2021
Q4 		$433K Sell
15,295
-1,755
-10% -$47.5K ﹤0.01% 1302
2021
Q3 		$399K Hold
17,050
– – ﹤0.01% 1264
2021
Q2 		$391K Buy
+17,050
New +$404K ﹤0.01% 1227

Other funds holding BFST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

AE Wealth Management's BFST Position: Q3 2022 in Review

AE Wealth Management sold out of Business First Bancshares (BFST) in Q3 2022, closing a stake of 15,295 shares — an estimated $326K sold.

AE Wealth Management first reported a position in BFST in Q2 2021 and held it in 5 quarters. The position peaked at $433K in Q4 2021. 82 funds tracked by Wall St. Rank hold BFST as of Q3 2022.

  • AE Wealth Management reported no remaining Business First Bancshares position as of Q3 2022 after selling out during the quarter.
  • AE Wealth Management sold 15,295 Business First Bancshares shares in Q3 2022, an estimated $326K.
  • AE Wealth Management first reported a position in Business First Bancshares in Q2 2021 and held it in 5 quarters.
  • AE Wealth Management's Business First Bancshares position peaked at $433K in Q4 2021.
  • 82 funds tracked by Wall St. Rank held Business First Bancshares as of Q3 2022.

Based on AE Wealth Management's 13F filing for Q3 2022, filed 25 Oct 2022.