AE Wealth Management’s First American FAF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-5,192	Closed	-$315K	–	1416
2023 Q4	$315K	Buy	+5,192	New	+$296K	﹤0.01%	1674

Other funds holding FAF

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

HVCM

HG Vora Capital Management New York $191M AUM 1.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

AE Wealth Management sold out of First American (FAF) in Q1 2024, closing a stake of 5,192 shares — an estimated $315K sold.

AE Wealth Management first reported a position in FAF in Q4 2023 and held it in 1 quarter. The position peaked at $315K in Q4 2023. 407 funds tracked by Wall St. Rank hold FAF as of Q1 2024.

AE Wealth Management reported no remaining First American position as of Q1 2024 after selling out during the quarter.
AE Wealth Management sold 5,192 First American shares in Q1 2024, an estimated $315K.
AE Wealth Management first reported a position in First American in Q4 2023 and held it in 1 quarter.
AE Wealth Management's First American position peaked at $315K in Q4 2023.
407 funds tracked by Wall St. Rank held First American as of Q1 2024.

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