AE Wealth Management’s Biotricity, Inc. Common Stock BTCY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-97,751	Closed	-$87.9K	–	1345
2024 Q2	$87.9K	Buy	+97,751	New	+$113K	﹤0.01%	1200
2024 Q1	–	Sell	-41,684	Closed	-$36.6K	–	2064
2023 Q4	$36.6K	Hold	41,684	–	–	﹤0.01%	1992
2023 Q3	$89.2K	Buy	41,684 +1	+0%	+$2	﹤0.01%	1846
2023 Q2	$159K	Buy	41,683 +16,666	+67%	+$62.2K	﹤0.01%	1768
2023 Q1	$69.8K	Buy	25,017 +16,667	+200%	+$68.5K	﹤0.01%	1806
2022 Q4	$22.4K	Buy	+8,350	New	+$46.1K	﹤0.01%	1784

Other funds holding BTCY

SFCL

Strengthening Families & Communities LLC Boston, Massachusetts $401M AUM 33.17% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

PWA

Provenance Wealth Advisors Fort Lauderdale, Florida $945M AUM 17.16% 1-Year Est. Return

PGAM

Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

AE Wealth Management's BTCY Position: Q3 2024 in Review

AE Wealth Management sold out of Biotricity, Inc. Common Stock (BTCY) in Q3 2024, closing a stake of 97,751 shares — an estimated $87.9K sold.

AE Wealth Management first reported a position in BTCY in Q4 2022 and held it in 6 quarters. The position peaked at $159K in Q2 2023. 5 funds tracked by Wall St. Rank hold BTCY as of Q3 2024.

AE Wealth Management reported no remaining Biotricity, Inc. Common Stock position as of Q3 2024 after selling out during the quarter.
AE Wealth Management sold 97,751 Biotricity, Inc. Common Stock shares in Q3 2024, an estimated $87.9K.
AE Wealth Management first reported a position in Biotricity, Inc. Common Stock in Q4 2022 and held it in 6 quarters.
AE Wealth Management's Biotricity, Inc. Common Stock position peaked at $159K in Q2 2023.
5 funds tracked by Wall St. Rank held Biotricity, Inc. Common Stock as of Q3 2024.

Based on AE Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.