AWM
GMS

AE Wealth Management’s GMS Inc GMS Stock Holding History

AE Wealth Management’s Portfolio GMS Stock Details GMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-12,518
Closed -$501K – 1850
2022
Q3 		$501K Buy
+12,518
New +$599K ﹤0.01% 1264
2022
Q2 		– Sell
-12,179
Closed -$606K – 1767
2022
Q1 		$606K Buy
+12,179
New +$641K ﹤0.01% 1133

Other funds holding GMS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LC
Littlejohn & Co Greenwich, Connecticut $106M AUM 7.38% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

AE Wealth Management sold out of GMS Inc (GMS) in Q4 2022, closing a stake of 12,518 shares — an estimated $501K sold.

AE Wealth Management first reported a position in GMS in Q1 2022 and held it in 2 quarters. The position peaked at $606K in Q1 2022. 229 funds tracked by Wall St. Rank hold GMS as of Q4 2022.

  • AE Wealth Management reported no remaining GMS Inc position as of Q4 2022 after selling out during the quarter.
  • AE Wealth Management sold 12,518 GMS Inc shares in Q4 2022, an estimated $501K.
  • AE Wealth Management first reported a position in GMS Inc in Q1 2022 and held it in 2 quarters.
  • AE Wealth Management's GMS Inc position peaked at $606K in Q1 2022.
  • 229 funds tracked by Wall St. Rank held GMS Inc as of Q4 2022.

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