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AE Wealth Management’s Boot Barn BOOT Stock Holding History

AE Wealth Management’s Portfolio BOOT Stock Details BOOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2,959
Closed -$227K – 1912
2023
Q1 		$227K Buy
+2,959
New +$227K ﹤0.01% 1676
2022
Q1 		– Sell
-7,413
Closed -$912K – 1679
2021
Q4 		$912K Buy
7,413
+139
+2% +$15.7K 0.01% 959
2021
Q3 		$646K Sell
7,274
-1,674
-19% -$144K 0.01% 1049
2021
Q2 		$752K Sell
8,948
-524
-6% -$38.4K 0.01% 945
2021
Q1 		$590K Sell
9,472
-6,959
-42% -$408K 0.01% 954
2020
Q4 		$712K Buy
+16,431
New +$619K 0.01% 832

Other funds holding BOOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AE Wealth Management's BOOT Position: Q2 2023 in Review

AE Wealth Management sold out of Boot Barn (BOOT) in Q2 2023, closing a stake of 2,959 shares — an estimated $227K sold.

AE Wealth Management first reported a position in BOOT in Q4 2020 and held it in 6 quarters. The position peaked at $912K in Q4 2021. 268 funds tracked by Wall St. Rank hold BOOT as of Q2 2023.

  • AE Wealth Management reported no remaining Boot Barn position as of Q2 2023 after selling out during the quarter.
  • AE Wealth Management sold 2,959 Boot Barn shares in Q2 2023, an estimated $227K.
  • AE Wealth Management first reported a position in Boot Barn in Q4 2020 and held it in 6 quarters.
  • AE Wealth Management's Boot Barn position peaked at $912K in Q4 2021.
  • 268 funds tracked by Wall St. Rank held Boot Barn as of Q2 2023.

Based on AE Wealth Management's 13F filing for Q2 2023, filed 10 Jul 2023.