AE Wealth Management’s First Financial Bankshares FFIN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-10,108	Closed	-$254K	–	2094
2023 Q3	$254K	Buy	+10,108	New	+$293K	﹤0.01%	1682
2022 Q1	–	Sell	-4,153	Closed	-$211K	–	1721
2021 Q4	$211K	Buy	+4,153	New	+$211K	﹤0.01%	1585
2021 Q3	–	Sell	-4,073	Closed	-$200K	–	1661
2021 Q2	$200K	Buy	+4,073	New	+$200K	﹤0.01%	1500
2020 Q1	–	Sell	-6,071	Closed	-$213K	–	1163
2019 Q4	$213K	Buy	6,071 +11	+0.2%	+$379	﹤0.01%	1044
2019 Q3	$202K	Buy	+6,060	New	+$191K	0.01%	919

Other funds holding FFIN

FFB

First Financial Bankshares Abilene, Texas $4.95B AUM 25.06% 1-Year Est. Return

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

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

AE Wealth Management's FFIN Position: Q4 2023 in Review

AE Wealth Management sold out of First Financial Bankshares (FFIN) in Q4 2023, closing a stake of 10,108 shares — an estimated $254K sold.

AE Wealth Management first reported a position in FFIN in Q3 2019 and held it in 5 quarters. The position peaked at $254K in Q3 2023. 278 funds tracked by Wall St. Rank hold FFIN as of Q4 2023.

AE Wealth Management reported no remaining First Financial Bankshares position as of Q4 2023 after selling out during the quarter.
AE Wealth Management sold 10,108 First Financial Bankshares shares in Q4 2023, an estimated $254K.
AE Wealth Management first reported a position in First Financial Bankshares in Q3 2019 and held it in 5 quarters.
AE Wealth Management's First Financial Bankshares position peaked at $254K in Q3 2023.
278 funds tracked by Wall St. Rank held First Financial Bankshares as of Q4 2023.

Based on AE Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.