AE Wealth Management’s Fathom Holdings FTHM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-12,472	Closed	-$34.2K	–	1452
2023 Q4	$34.2K	Hold	12,472	–	–	﹤0.01%	1996
2023 Q3	$50.9K	Hold	12,472	–	–	﹤0.01%	1880
2023 Q2	$89K	Hold	12,472	–	–	﹤0.01%	1818
2023 Q1	$53K	Hold	12,472	–	–	﹤0.01%	1813
2022 Q4	$53K	Hold	12,472	–	–	﹤0.01%	1749
2022 Q3	$66K	Hold	12,472	–	–	﹤0.01%	1677
2022 Q2	$98K	Hold	12,472	–	–	﹤0.01%	1644
2022 Q1	$133K	Hold	12,472	–	–	﹤0.01%	1601
2021 Q4	$255K	Hold	12,472	–	–	﹤0.01%	1509
2021 Q3	$333K	Hold	12,472	–	–	﹤0.01%	1324
2021 Q2	$409K	Buy	12,472 +70	+0.6%	+$2.31K	﹤0.01%	1217
2021 Q1	$454K	Buy	12,402 +3,790	+44%	+$155K	﹤0.01%	1069
2020 Q4	$310K	Buy	+8,612	New	+$207K	﹤0.01%	1130

Other funds holding FTHM

Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

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

CCM

Connective Capital Management Palo Alto, California $121M AUM 39.82% 1-Year Est. Return

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

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

MHP

Manatuck Hill Partners Westport, Connecticut $370M AUM 95.53% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

AE Wealth Management sold out of Fathom Holdings (FTHM) in Q1 2024, closing a stake of 12,472 shares — an estimated $34.2K sold.

AE Wealth Management first reported a position in FTHM in Q4 2020 and held it in 13 quarters. The position peaked at $454K in Q1 2021. 33 funds tracked by Wall St. Rank hold FTHM as of Q1 2024.

AE Wealth Management reported no remaining Fathom Holdings position as of Q1 2024 after selling out during the quarter.
AE Wealth Management sold 12,472 Fathom Holdings shares in Q1 2024, an estimated $34.2K.
AE Wealth Management first reported a position in Fathom Holdings in Q4 2020 and held it in 13 quarters.
AE Wealth Management's Fathom Holdings position peaked at $454K in Q1 2021.
33 funds tracked by Wall St. Rank held Fathom Holdings as of Q1 2024.

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