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AE Wealth Management’s Eagle Bancorp EGBN Stock Holding History

AE Wealth Management’s Portfolio EGBN Stock Details EGBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-8,575
Closed -$234K – 1379
2023
Q4 		$234K Buy
+8,575
New +$202K ﹤0.01% 1824

Other funds holding EGBN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

AE Wealth Management sold out of Eagle Bancorp (EGBN) in Q1 2024, closing a stake of 8,575 shares — an estimated $234K sold.

AE Wealth Management first reported a position in EGBN in Q4 2023 and held it in 1 quarter. The position peaked at $234K in Q4 2023. 188 funds tracked by Wall St. Rank hold EGBN as of Q1 2024.

  • AE Wealth Management reported no remaining Eagle Bancorp position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 8,575 Eagle Bancorp shares in Q1 2024, an estimated $234K.
  • AE Wealth Management first reported a position in Eagle Bancorp in Q4 2023 and held it in 1 quarter.
  • AE Wealth Management's Eagle Bancorp position peaked at $234K in Q4 2023.
  • 188 funds tracked by Wall St. Rank held Eagle Bancorp as of Q1 2024.

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