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AE Wealth Management’s Clene CLNN Stock Holding History

AE Wealth Management’s Portfolio CLNN Stock Details CLNN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-8,626
Closed -$91.1K – 1296
2023
Q4 		$91.1K Hold
8,626
– – ﹤0.01% 1950
2023
Q3 		$85.6K Buy
8,626
+5,830
+209% +$80.8K ﹤0.01% 1854
2023
Q2 		$49.2K Buy
+2,796
New +$54.6K ﹤0.01% 1837

Other funds holding CLNN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LCM
Lunt Capital Management Holladay, Utah $273M AUM 15.42% 1-Year Est. Return
SM
Scoggin Management New York $935M AUM 301.8% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LNWTC
Laird Norton Wetherby Trust Company Seattle, Washington $5.21B AUM 31.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

AE Wealth Management sold out of Clene (CLNN) in Q1 2024, closing a stake of 8,626 shares — an estimated $91.1K sold.

AE Wealth Management first reported a position in CLNN in Q2 2023 and held it in 3 quarters. The position peaked at $91.1K in Q4 2023. 43 funds tracked by Wall St. Rank hold CLNN as of Q1 2024.

  • AE Wealth Management reported no remaining Clene position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 8,626 Clene shares in Q1 2024, an estimated $91.1K.
  • AE Wealth Management first reported a position in Clene in Q2 2023 and held it in 3 quarters.
  • AE Wealth Management's Clene position peaked at $91.1K in Q4 2023.
  • 43 funds tracked by Wall St. Rank held Clene as of Q1 2024.

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