AWM
FCPT icon

AE Wealth Management’s Four Corners Property Trust FCPT Stock Holding History

AE Wealth Management’s Portfolio FCPT Stock Details FCPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-69,622
Closed -$1.65M – 1422
2023
Q4 		$1.65M Buy
69,622
+6,736
+11% +$154K 0.01% 967
2023
Q3 		$1.4M Buy
62,886
+3,775
+6% +$94.9K 0.01% 969
2023
Q2 		$1.5M Buy
59,111
+1,274
+2% +$33K 0.01% 935
2023
Q1 		$1.55M Sell
57,837
-994
-2% -$27.4K 0.01% 884
2022
Q4 		$1.53M Buy
58,831
+6,478
+12% +$167K 0.01% 840
2022
Q3 		$1.27M Buy
52,353
+6,317
+14% +$173K 0.01% 859
2022
Q2 		$1.22M Buy
46,036
+6,048
+15% +$165K 0.01% 822
2022
Q1 		$1.08M Buy
39,988
+7,373
+23% +$198K 0.01% 896
2021
Q4 		$959K Buy
32,615
+4,044
+14% +$115K 0.01% 936
2021
Q3 		$767K Buy
28,571
+2,378
+9% +$66.6K 0.01% 966
2021
Q2 		$723K Buy
+26,193
New +$740K 0.01% 967

Other funds holding FCPT

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return