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AE Wealth Management’s Dorchester Minerals DMLP Stock Holding History

AE Wealth Management’s Portfolio DMLP Stock Details DMLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-14,377
Closed -$343K – 1777
2022
Q2 		$343K Buy
+14,377
New +$395K ﹤0.01% 1379

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AI
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KWM
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AE Wealth Management's DMLP Position: Q3 2022 in Review

AE Wealth Management sold out of Dorchester Minerals (DMLP) in Q3 2022, closing a stake of 14,377 shares — an estimated $343K sold.

AE Wealth Management first reported a position in DMLP in Q2 2022 and held it in 1 quarter. The position peaked at $343K in Q2 2022. 87 funds tracked by Wall St. Rank hold DMLP as of Q3 2022.

  • AE Wealth Management reported no remaining Dorchester Minerals position as of Q3 2022 after selling out during the quarter.
  • AE Wealth Management sold 14,377 Dorchester Minerals shares in Q3 2022, an estimated $343K.
  • AE Wealth Management first reported a position in Dorchester Minerals in Q2 2022 and held it in 1 quarter.
  • AE Wealth Management's Dorchester Minerals position peaked at $343K in Q2 2022.
  • 87 funds tracked by Wall St. Rank held Dorchester Minerals as of Q3 2022.

Based on AE Wealth Management's 13F filing for Q3 2022, filed 25 Oct 2022.