AWM
DPRO

AE Wealth Management’s Draganfly DPRO Stock Holding History

AE Wealth Management’s Portfolio DPRO Stock Details DPRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-436
Closed -$14K – 1981
2023
Q2 		$14K Buy
+436
New +$11.2K ﹤0.01% 1873

Other funds holding DPRO

AA
AlphaCentric Advisors San Juan, Puerto Rico $100M AUM
AWAP
Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $308M AUM 27.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IAG
Investmark Advisory Group Shelton, Connecticut $234M AUM 16.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $552M AUM 26% 1-Year Est. Return

AE Wealth Management's DPRO Position: Q3 2023 in Review

AE Wealth Management sold out of Draganfly (DPRO) in Q3 2023, closing a stake of 436 shares — an estimated $14K sold.

AE Wealth Management first reported a position in DPRO in Q2 2023 and held it in 1 quarter. The position peaked at $14K in Q2 2023. 27 funds tracked by Wall St. Rank hold DPRO as of Q3 2023.

  • AE Wealth Management reported no remaining Draganfly position as of Q3 2023 after selling out during the quarter.
  • AE Wealth Management sold 436 Draganfly shares in Q3 2023, an estimated $14K.
  • AE Wealth Management first reported a position in Draganfly in Q2 2023 and held it in 1 quarter.
  • AE Wealth Management's Draganfly position peaked at $14K in Q2 2023.
  • 27 funds tracked by Wall St. Rank held Draganfly as of Q3 2023.

Based on AE Wealth Management's 13F filing for Q3 2023, filed 11 Oct 2023.