AWM
GROM

AE Wealth Management’s Grom Social Enterprises Inc. Common Stock GROM Stock Holding History

AE Wealth Management’s Portfolio GROM Stock Details GROM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-22
Closed -$4K – 1942
2022
Q3 		$4K Hold
22
– – ﹤0.01% 1736
2022
Q2 		$5K Buy
+22
New +$8.97K ﹤0.01% 1711
2022
Q1 		– Sell
-22
Closed -$24K – 1847
2021
Q4 		$24K Sell
22
-226
-91% -$416K ﹤0.01% 1676
2021
Q3 		$594K Buy
+248
New +$428K ﹤0.01% 1102

Other funds holding GROM

KC
Kepos Capital New York $61.3M AUM 12.13% 1-Year Est. Return
WAM
Warberg Asset Management Winnetka, Illinois $600M AUM 23.37% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

AE Wealth Management sold out of Grom Social Enterprises Inc. Common Stock (GROM) in Q4 2022, closing a stake of 22 shares — an estimated $4K sold.

AE Wealth Management first reported a position in GROM in Q3 2021 and held it in 4 quarters. The position peaked at $594K in Q3 2021. 9 funds tracked by Wall St. Rank hold GROM as of Q4 2022.

  • AE Wealth Management reported no remaining Grom Social Enterprises Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
  • AE Wealth Management sold 22 Grom Social Enterprises Inc. Common Stock shares in Q4 2022, an estimated $4K.
  • AE Wealth Management first reported a position in Grom Social Enterprises Inc. Common Stock in Q3 2021 and held it in 4 quarters.
  • AE Wealth Management's Grom Social Enterprises Inc. Common Stock position peaked at $594K in Q3 2021.
  • 9 funds tracked by Wall St. Rank held Grom Social Enterprises Inc. Common Stock as of Q4 2022.

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