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AE Wealth Management’s Delek Logistics DKL Stock Holding History

AE Wealth Management’s Portfolio DKL Stock Details DKL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10,003
Closed -$455K – 1347
2023
Q4 		$455K Buy
10,003
+1,917
+24% +$88.2K ﹤0.01% 1491
2023
Q3 		$339K Buy
+8,086
New +$357K ﹤0.01% 1559

Other funds holding DKL

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

AE Wealth Management sold out of Delek Logistics (DKL) in Q1 2024, closing a stake of 10,003 shares — an estimated $455K sold.

AE Wealth Management first reported a position in DKL in Q3 2023 and held it in 2 quarters. The position peaked at $455K in Q4 2023. 63 funds tracked by Wall St. Rank hold DKL as of Q1 2024.

  • AE Wealth Management reported no remaining Delek Logistics position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 10,003 Delek Logistics shares in Q1 2024, an estimated $455K.
  • AE Wealth Management first reported a position in Delek Logistics in Q3 2023 and held it in 2 quarters.
  • AE Wealth Management's Delek Logistics position peaked at $455K in Q4 2023.
  • 63 funds tracked by Wall St. Rank held Delek Logistics as of Q1 2024.

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