AWM
GOGL

AE Wealth Management’s Golden Ocean Group GOGL Stock Holding History

AE Wealth Management’s Portfolio GOGL Stock Details GOGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-70,013
Closed -$529K – 2001
2023
Q2 		$529K Sell
70,013
-34,427
-33% -$287K ﹤0.01% 1365
2023
Q1 		$994K Sell
104,440
-3,745
-3% -$35.4K 0.01% 1049
2022
Q4 		$940K Buy
108,185
+91,839
+562% +$798K 0.01% 1012
2022
Q3 		$122K Sell
16,346
-29,760
-65% -$298K ﹤0.01% 1648
2022
Q2 		$537K Buy
46,106
+24,813
+117% +$333K ﹤0.01% 1161
2022
Q1 		$264K Buy
+21,293
New +$231K ﹤0.01% 1479

Other funds holding GOGL

F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AE Wealth Management's GOGL Position: Q3 2023 in Review

AE Wealth Management sold out of Golden Ocean Group (GOGL) in Q3 2023, closing a stake of 70,013 shares — an estimated $529K sold.

AE Wealth Management first reported a position in GOGL in Q1 2022 and held it in 6 quarters. The position peaked at $994K in Q1 2023. 150 funds tracked by Wall St. Rank hold GOGL as of Q3 2023.

  • AE Wealth Management reported no remaining Golden Ocean Group position as of Q3 2023 after selling out during the quarter.
  • AE Wealth Management sold 70,013 Golden Ocean Group shares in Q3 2023, an estimated $529K.
  • AE Wealth Management first reported a position in Golden Ocean Group in Q1 2022 and held it in 6 quarters.
  • AE Wealth Management's Golden Ocean Group position peaked at $994K in Q1 2023.
  • 150 funds tracked by Wall St. Rank held Golden Ocean Group as of Q3 2023.

Based on AE Wealth Management's 13F filing for Q3 2023, filed 11 Oct 2023.