AE Wealth Management
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AE Wealth Management’s Gerdau GGB Stock Holding History

AE Wealth Management’s Portfolio GGB Stock Details GGB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-19,598
Closed -$72.5K – 1474
2023
Q4 		$72.5K Buy
+19,598
New +$75K ﹤0.01% 1965
2023
Q3 		– Sell
-141,551
Closed -$616K – 1999
2023
Q2 		$616K Sell
141,551
-53,225
-27% -$222K ﹤0.01% 1280
2023
Q1 		$800K Buy
194,776
+1,656
+0.9% +$7.42K 0.01% 1135
2022
Q4 		$849K Buy
+193,120
New +$831K 0.01% 1048

Other funds holding GGB

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CCM
Contrarian Capital Management Greenwich, Connecticut $306M AUM 23.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Causeway Capital Management
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

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

AE Wealth Management sold out of Gerdau (GGB) in Q1 2024, closing a stake of 19,598 shares — an estimated $72.5K sold.

AE Wealth Management first reported a position in GGB in Q4 2022 and held it in 4 quarters. The position peaked at $849K in Q4 2022. 180 funds tracked by Wall St. Rank hold GGB as of Q1 2024.

  • AE Wealth Management reported no remaining Gerdau position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 19,598 Gerdau shares in Q1 2024, an estimated $72.5K.
  • AE Wealth Management first reported a position in Gerdau in Q4 2022 and held it in 4 quarters.
  • AE Wealth Management's Gerdau position peaked at $849K in Q4 2022.
  • 180 funds tracked by Wall St. Rank held Gerdau as of Q1 2024.

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