AWM
FARM

AE Wealth Management’s Farmer Brothers FARM Stock Holding History

AE Wealth Management’s Portfolio FARM Stock Details FARM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-12,034
Closed -$44.9K – 1417
2023
Q4 		$44.9K Sell
12,034
-4
-0% -$11 ﹤0.01% 1988
2023
Q3 		$31.1K Buy
+12,038
New +$31.5K ﹤0.01% 1896

Other funds holding FARM

2L
22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return
JIM
JCP Investment Management Houston, Texas $150M AUM 19.22% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

AE Wealth Management sold out of Farmer Brothers (FARM) in Q1 2024, closing a stake of 12,034 shares — an estimated $44.9K sold.

AE Wealth Management first reported a position in FARM in Q3 2023 and held it in 2 quarters. The position peaked at $44.9K in Q4 2023. 46 funds tracked by Wall St. Rank hold FARM as of Q1 2024.

  • AE Wealth Management reported no remaining Farmer Brothers position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 12,034 Farmer Brothers shares in Q1 2024, an estimated $44.9K.
  • AE Wealth Management first reported a position in Farmer Brothers in Q3 2023 and held it in 2 quarters.
  • AE Wealth Management's Farmer Brothers position peaked at $44.9K in Q4 2023.
  • 46 funds tracked by Wall St. Rank held Farmer Brothers as of Q1 2024.

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