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AE Wealth Management’s Fortuna Silver Mines FSM Stock Holding History

AE Wealth Management’s Portfolio FSM Stock Details FSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-24,057
Closed -$118K – 1270
2024
Q2 		$118K Buy
+24,057
New +$121K ﹤0.01% 1193
2024
Q1 		– Sell
-35,515
Closed -$109K – 1450
2023
Q4 		$109K Buy
35,515
+4,705
+15% +$15.7K ﹤0.01% 1935
2023
Q3 		$83.8K Sell
30,810
-120
-0.4% -$376 ﹤0.01% 1856
2023
Q2 		$100K Buy
+30,930
New +$110K ﹤0.01% 1806
2023
Q1 		– Sell
-47,430
Closed -$178K – 1918
2022
Q4 		$178K Buy
47,430
+300
+0.6% +$991 ﹤0.01% 1682
2022
Q3 		$119K Buy
47,130
+5,000
+12% +$12.7K ﹤0.01% 1651
2022
Q2 		$120K Buy
42,130
+100
+0.2% +$348 ﹤0.01% 1631
2022
Q1 		$160K Buy
+42,030
New +$159K ﹤0.01% 1594

Other funds holding FSM

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

AE Wealth Management's FSM Position: Q3 2024 in Review

AE Wealth Management sold out of Fortuna Silver Mines (FSM) in Q3 2024, closing a stake of 24,057 shares — an estimated $118K sold.

AE Wealth Management first reported a position in FSM in Q1 2022 and held it in 8 quarters. The position peaked at $178K in Q4 2022. 171 funds tracked by Wall St. Rank hold FSM as of Q3 2024.

  • AE Wealth Management reported no remaining Fortuna Silver Mines position as of Q3 2024 after selling out during the quarter.
  • AE Wealth Management sold 24,057 Fortuna Silver Mines shares in Q3 2024, an estimated $118K.
  • AE Wealth Management first reported a position in Fortuna Silver Mines in Q1 2022 and held it in 8 quarters.
  • AE Wealth Management's Fortuna Silver Mines position peaked at $178K in Q4 2022.
  • 171 funds tracked by Wall St. Rank held Fortuna Silver Mines as of Q3 2024.

Based on AE Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.