AWM
HONE

AE Wealth Management’s HarborOne Bancorp HONE Stock Holding History

AE Wealth Management’s Portfolio HONE Stock Details HONE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-25,632
Closed -$345K – 1628
2021
Q1 		$345K Buy
+25,632
New +$312K ﹤0.01% 1201

Other funds holding HONE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AE Wealth Management's HONE Position: Q2 2021 in Review

AE Wealth Management sold out of HarborOne Bancorp (HONE) in Q2 2021, closing a stake of 25,632 shares — an estimated $345K sold.

AE Wealth Management first reported a position in HONE in Q1 2021 and held it in 1 quarter. The position peaked at $345K in Q1 2021. 103 funds tracked by Wall St. Rank hold HONE as of Q2 2021.

  • AE Wealth Management reported no remaining HarborOne Bancorp position as of Q2 2021 after selling out during the quarter.
  • AE Wealth Management sold 25,632 HarborOne Bancorp shares in Q2 2021, an estimated $345K.
  • AE Wealth Management first reported a position in HarborOne Bancorp in Q1 2021 and held it in 1 quarter.
  • AE Wealth Management's HarborOne Bancorp position peaked at $345K in Q1 2021.
  • 103 funds tracked by Wall St. Rank held HarborOne Bancorp as of Q2 2021.

Based on AE Wealth Management's 13F filing for Q2 2021, filed 21 Jul 2021.