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AE Wealth Management’s Trump Media & Technology Group DJT Stock Holding History

AE Wealth Management’s Portfolio DJT Stock Details DJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3,261
Closed -$202K – 1291
2024
Q1 		$202K Buy
+3,261
New +$127K ﹤0.01% 1097
2022
Q1 		– Sell
-5,243
Closed -$270K – 1827
2021
Q4 		$270K Buy
+5,243
New +$237K ﹤0.01% 1484

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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AE Wealth Management's DJT Position: Q2 2024 in Review

AE Wealth Management sold out of Trump Media & Technology Group (DJT) in Q2 2024, closing a stake of 3,261 shares — an estimated $202K sold.

AE Wealth Management first reported a position in DJT in Q4 2021 and held it in 2 quarters. The position peaked at $270K in Q4 2021. 259 funds tracked by Wall St. Rank hold DJT as of Q2 2024.

  • AE Wealth Management reported no remaining Trump Media & Technology Group position as of Q2 2024 after selling out during the quarter.
  • AE Wealth Management sold 3,261 Trump Media & Technology Group shares in Q2 2024, an estimated $202K.
  • AE Wealth Management first reported a position in Trump Media & Technology Group in Q4 2021 and held it in 2 quarters.
  • AE Wealth Management's Trump Media & Technology Group position peaked at $270K in Q4 2021.
  • 259 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q2 2024.

Based on AE Wealth Management's 13F filing for Q2 2024, filed 12 Aug 2024.