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AE Wealth Management’s IceCure Medical ICCM Stock Holding History

AE Wealth Management’s Portfolio ICCM Stock Details ICCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-508
Closed -$20.4K – 1546
2023
Q4 		$20.4K Buy
508
+8
+2% +$212 ﹤0.01% 2013
2023
Q3 		$8.1K Buy
500
+167
+50% +$5.25K ﹤0.01% 1925
2023
Q2 		$11.6K Buy
+333
New +$11.9K ﹤0.01% 1878

Other funds holding ICCM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
KFG
Kingdom Financial Group Peoria, Arizona $349M AUM 12.25% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

AE Wealth Management sold out of IceCure Medical (ICCM) in Q1 2024, closing a stake of 508 shares — an estimated $20.4K sold.

AE Wealth Management first reported a position in ICCM in Q2 2023 and held it in 3 quarters. The position peaked at $20.4K in Q4 2023. 12 funds tracked by Wall St. Rank hold ICCM as of Q1 2024.

  • AE Wealth Management reported no remaining IceCure Medical position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 508 IceCure Medical shares in Q1 2024, an estimated $20.4K.
  • AE Wealth Management first reported a position in IceCure Medical in Q2 2023 and held it in 3 quarters.
  • AE Wealth Management's IceCure Medical position peaked at $20.4K in Q4 2023.
  • 12 funds tracked by Wall St. Rank held IceCure Medical as of Q1 2024.

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