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AE Wealth Management’s Integra LifeSciences IART Stock Holding History

AE Wealth Management’s Portfolio IART Stock Details IART Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-7,856
Closed -$329K – 1532
2023
Q4 		$329K Buy
+7,856
New +$309K ﹤0.01% 1658

Other funds holding IART

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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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

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

AE Wealth Management sold out of Integra LifeSciences (IART) in Q1 2024, closing a stake of 7,856 shares — an estimated $329K sold.

AE Wealth Management first reported a position in IART in Q4 2023 and held it in 1 quarter. The position peaked at $329K in Q4 2023. 281 funds tracked by Wall St. Rank hold IART as of Q1 2024.

  • AE Wealth Management reported no remaining Integra LifeSciences position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 7,856 Integra LifeSciences shares in Q1 2024, an estimated $329K.
  • AE Wealth Management first reported a position in Integra LifeSciences in Q4 2023 and held it in 1 quarter.
  • AE Wealth Management's Integra LifeSciences position peaked at $329K in Q4 2023.
  • 281 funds tracked by Wall St. Rank held Integra LifeSciences as of Q1 2024.

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