AWM
FBK icon

AE Wealth Management’s FB Financial Corp FBK Stock Holding History

AE Wealth Management’s Portfolio FBK Stock Details FBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-33,909
Closed -$1.18M – 1505
2020
Q4 		$1.18M Sell
33,909
-271
-0.8% -$8.52K 0.01% 665
2020
Q3 		$859K Buy
+34,180
New +$884K 0.01% 678

Other funds holding FBK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

AE Wealth Management sold out of FB Financial Corp (FBK) in Q1 2021, closing a stake of 33,909 shares — an estimated $1.18M sold.

AE Wealth Management first reported a position in FBK in Q3 2020 and held it in 2 quarters. The position peaked at $1.18M in Q4 2020. 153 funds tracked by Wall St. Rank hold FBK as of Q1 2021.

  • AE Wealth Management reported no remaining FB Financial Corp position as of Q1 2021 after selling out during the quarter.
  • AE Wealth Management sold 33,909 FB Financial Corp shares in Q1 2021, an estimated $1.18M.
  • AE Wealth Management first reported a position in FB Financial Corp in Q3 2020 and held it in 2 quarters.
  • AE Wealth Management's FB Financial Corp position peaked at $1.18M in Q4 2020.
  • 153 funds tracked by Wall St. Rank held FB Financial Corp as of Q1 2021.

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