AWM
CECO icon

AE Wealth Management’s Ceco Environmental CECO Stock Holding History

AE Wealth Management’s Portfolio CECO Stock Details CECO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-26,978
Closed -$377K – 1921
2023
Q1 		$377K Buy
+26,978
New +$381K ﹤0.01% 1458

Other funds holding CECO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
RCMC
RK Capital Management (Colorado) Denver, Colorado $324K AUM 47.52% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

AE Wealth Management sold out of Ceco Environmental (CECO) in Q2 2023, closing a stake of 26,978 shares — an estimated $377K sold.

AE Wealth Management first reported a position in CECO in Q1 2023 and held it in 1 quarter. The position peaked at $377K in Q1 2023. 144 funds tracked by Wall St. Rank hold CECO as of Q2 2023.

  • AE Wealth Management reported no remaining Ceco Environmental position as of Q2 2023 after selling out during the quarter.
  • AE Wealth Management sold 26,978 Ceco Environmental shares in Q2 2023, an estimated $377K.
  • AE Wealth Management first reported a position in Ceco Environmental in Q1 2023 and held it in 1 quarter.
  • AE Wealth Management's Ceco Environmental position peaked at $377K in Q1 2023.
  • 144 funds tracked by Wall St. Rank held Ceco Environmental as of Q2 2023.

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