AE Wealth Management’s eGain EGAN Stock Holding History

AE Wealth Management’s Portfolio EGAN Stock Details EGAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-30,833	Closed	-$189K	–	2084
2023 Q3	$189K	Buy	+30,833	New	+$208K	﹤0.01%	1795

Other funds holding EGAN

OCMI

Oaktop Capital Management II Chatham, New Jersey $2.35B AUM 214.39% 1-Year Est. Return

KWM

Kanen Wealth Management Coconut Creek, Florida $413M AUM 109.83% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BAM

Bullseye Asset Management Denver, Colorado $197M AUM 20.63% 1-Year Est. Return

AE Wealth Management's EGAN Position: Q4 2023 in Review

AE Wealth Management sold out of eGain (EGAN) in Q4 2023, closing a stake of 30,833 shares — an estimated $189K sold.

AE Wealth Management first reported a position in EGAN in Q3 2023 and held it in 1 quarter. The position peaked at $189K in Q3 2023. 82 funds tracked by Wall St. Rank hold EGAN as of Q4 2023.

AE Wealth Management reported no remaining eGain position as of Q4 2023 after selling out during the quarter.
AE Wealth Management sold 30,833 eGain shares in Q4 2023, an estimated $189K.
AE Wealth Management first reported a position in eGain in Q3 2023 and held it in 1 quarter.
AE Wealth Management's eGain position peaked at $189K in Q3 2023.
82 funds tracked by Wall St. Rank held eGain as of Q4 2023.

Based on AE Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.