AWM
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AE Wealth Management’s Heart Test Laboratories HSCS Stock Holding History

AE Wealth Management’s Portfolio HSCS Stock Details HSCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-746
Closed -$10.3K – 1520
2023
Q4 		$10.3K Buy
746
+50
+7% +$1.23K ﹤0.01% 2026
2023
Q3 		$29.7K Sell
696
-411
-37% -$31.9K ﹤0.01% 1900
2023
Q2 		$100K Sell
1,107
-388
-26% -$37.9K ﹤0.01% 1807
2023
Q1 		$148K Sell
1,495
-47
-3% -$6.35K ﹤0.01% 1761
2022
Q4 		$130K Buy
1,542
+1,292
+517% +$202K ﹤0.01% 1707
2022
Q3 		$30K Buy
+250
New +$42.7K ﹤0.01% 1707

Other funds holding HSCS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
ASW
Astoria Strategic Wealth Conroe, Texas $438M AUM 16.79% 1-Year Est. Return
FWTB
First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return
OLVIG
Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

AE Wealth Management's HSCS Position: Q1 2024 in Review

AE Wealth Management sold out of Heart Test Laboratories (HSCS) in Q1 2024, closing a stake of 746 shares — an estimated $10.3K sold.

AE Wealth Management first reported a position in HSCS in Q3 2022 and held it in 6 quarters. The position peaked at $148K in Q1 2023. 22 funds tracked by Wall St. Rank hold HSCS as of Q1 2024.

  • AE Wealth Management reported no remaining Heart Test Laboratories position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 746 Heart Test Laboratories shares in Q1 2024, an estimated $10.3K.
  • AE Wealth Management first reported a position in Heart Test Laboratories in Q3 2022 and held it in 6 quarters.
  • AE Wealth Management's Heart Test Laboratories position peaked at $148K in Q1 2023.
  • 22 funds tracked by Wall St. Rank held Heart Test Laboratories as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.