AE Wealth Management’s ICL Group ICL Stock Holding History

AE Wealth Management’s Portfolio ICL Stock Details ICL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-78,973	Closed	-$537K	–	1977
2023 Q1	$537K	Buy	78,973 +33,900	+75%	+$250K	﹤0.01%	1321
2022 Q4	$329K	Buy	+45,073	New	+$373K	﹤0.01%	1470

Other funds holding ICL

Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.41% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AE Wealth Management's ICL Position: Q2 2023 in Review

AE Wealth Management sold out of ICL Group (ICL) in Q2 2023, closing a stake of 78,973 shares — an estimated $537K sold.

AE Wealth Management first reported a position in ICL in Q4 2022 and held it in 2 quarters. The position peaked at $537K in Q1 2023. 175 funds tracked by Wall St. Rank hold ICL as of Q2 2023.

AE Wealth Management reported no remaining ICL Group position as of Q2 2023 after selling out during the quarter.
AE Wealth Management sold 78,973 ICL Group shares in Q2 2023, an estimated $537K.
AE Wealth Management first reported a position in ICL Group in Q4 2022 and held it in 2 quarters.
AE Wealth Management's ICL Group position peaked at $537K in Q1 2023.
175 funds tracked by Wall St. Rank held ICL Group as of Q2 2023.

Based on AE Wealth Management's 13F filing for Q2 2023, filed 10 Jul 2023.