AWM
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AE Wealth Management’s HCI Group HCI Stock Holding History

AE Wealth Management’s Portfolio HCI Stock Details HCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-3,005
Closed -$333K – 1729
2021
Q3 		$333K Buy
3,005
+286
+11% +$29.8K ﹤0.01% 1325
2021
Q2 		$270K Buy
+2,719
New +$221K ﹤0.01% 1388

Other funds holding HCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
SPPAM
Summit Partners Public Asset Management Boston, Massachusetts $3.72B AUM 162.29% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
P2P
Phase 2 Partners San Francisco, California $133M AUM 30.43% 1-Year Est. Return

AE Wealth Management's HCI Position: Q4 2021 in Review

AE Wealth Management sold out of HCI Group (HCI) in Q4 2021, closing a stake of 3,005 shares — an estimated $333K sold.

AE Wealth Management first reported a position in HCI in Q2 2021 and held it in 2 quarters. The position peaked at $333K in Q3 2021. 155 funds tracked by Wall St. Rank hold HCI as of Q4 2021.

  • AE Wealth Management reported no remaining HCI Group position as of Q4 2021 after selling out during the quarter.
  • AE Wealth Management sold 3,005 HCI Group shares in Q4 2021, an estimated $333K.
  • AE Wealth Management first reported a position in HCI Group in Q2 2021 and held it in 2 quarters.
  • AE Wealth Management's HCI Group position peaked at $333K in Q3 2021.
  • 155 funds tracked by Wall St. Rank held HCI Group as of Q4 2021.

Based on AE Wealth Management's 13F filing for Q4 2021, filed 20 Jan 2022.