AWM
EYE icon

AE Wealth Management’s National Vision EYE Stock Holding History

AE Wealth Management’s Portfolio EYE Stock Details EYE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-15,163
Closed -$687K – 1503
2020
Q4 		$687K Buy
+15,163
New +$659K 0.01% 852

Other funds holding EYE

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JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

AE Wealth Management's EYE Position: Q1 2021 in Review

AE Wealth Management sold out of National Vision (EYE) in Q1 2021, closing a stake of 15,163 shares — an estimated $687K sold.

AE Wealth Management first reported a position in EYE in Q4 2020 and held it in 1 quarter. The position peaked at $687K in Q4 2020. 203 funds tracked by Wall St. Rank hold EYE as of Q1 2021.

  • AE Wealth Management reported no remaining National Vision position as of Q1 2021 after selling out during the quarter.
  • AE Wealth Management sold 15,163 National Vision shares in Q1 2021, an estimated $687K.
  • AE Wealth Management first reported a position in National Vision in Q4 2020 and held it in 1 quarter.
  • AE Wealth Management's National Vision position peaked at $687K in Q4 2020.
  • 203 funds tracked by Wall St. Rank held National Vision as of Q1 2021.

Based on AE Wealth Management's 13F filing for Q1 2021, filed 27 Apr 2021.