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AE Wealth Management’s Grid Dynamics Holdings GDYN Stock Holding History

AE Wealth Management’s Portfolio GDYN Stock Details GDYN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-30,184
Closed -$565K – 1847
2022
Q3 		$565K Buy
+30,184
New +$572K ﹤0.01% 1188
2021
Q4 		– Sell
-23,361
Closed -$683K – 1724
2021
Q3 		$683K Buy
+23,361
New +$571K 0.01% 1021

Other funds holding GDYN

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
TP
Toronado Partners San Francisco, California $53M AUM 13.38% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AE Wealth Management's GDYN Position: Q4 2022 in Review

AE Wealth Management sold out of Grid Dynamics Holdings (GDYN) in Q4 2022, closing a stake of 30,184 shares — an estimated $565K sold.

AE Wealth Management first reported a position in GDYN in Q3 2021 and held it in 2 quarters. The position peaked at $683K in Q3 2021. 159 funds tracked by Wall St. Rank hold GDYN as of Q4 2022.

  • AE Wealth Management reported no remaining Grid Dynamics Holdings position as of Q4 2022 after selling out during the quarter.
  • AE Wealth Management sold 30,184 Grid Dynamics Holdings shares in Q4 2022, an estimated $565K.
  • AE Wealth Management first reported a position in Grid Dynamics Holdings in Q3 2021 and held it in 2 quarters.
  • AE Wealth Management's Grid Dynamics Holdings position peaked at $683K in Q3 2021.
  • 159 funds tracked by Wall St. Rank held Grid Dynamics Holdings as of Q4 2022.

Based on AE Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.