AE Wealth Management’s Mama's Creations MAMA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-50,000	Closed	-$70K	–	1822
2022 Q2	$70K	Buy	+50,000	New	+$77.5K	﹤0.01%	1661
2022 Q1	–	Sell	-81,634	Closed	-$164K	–	1761
2021 Q4	$164K	Sell	81,634 -1,700	-2%	-$3.84K	﹤0.01%	1614
2021 Q3	$201K	Buy	+83,334	New	+$218K	﹤0.01%	1529

Other funds holding MAMA

AFCM

Alta Fox Capital Management Fort Worth, Texas $378M AUM 59.19% 1-Year Est. Return

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

PCM

Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return

CSPIA

Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return

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

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DIS

Diversified Investment Strategies Baton Rouge, Louisiana $157M AUM 24.09% 1-Year Est. Return

ACI

Alpha Cubed Investments Irvine, California $2.92B AUM 31.27% 1-Year Est. Return

AE Wealth Management's MAMA Position: Q3 2022 in Review

AE Wealth Management sold out of Mama's Creations (MAMA) in Q3 2022, closing a stake of 50,000 shares — an estimated $70K sold.

AE Wealth Management first reported a position in MAMA in Q3 2021 and held it in 3 quarters. The position peaked at $201K in Q3 2021. 25 funds tracked by Wall St. Rank hold MAMA as of Q3 2022.

AE Wealth Management reported no remaining Mama's Creations position as of Q3 2022 after selling out during the quarter.
AE Wealth Management sold 50,000 Mama's Creations shares in Q3 2022, an estimated $70K.
AE Wealth Management first reported a position in Mama's Creations in Q3 2021 and held it in 3 quarters.
AE Wealth Management's Mama's Creations position peaked at $201K in Q3 2021.
25 funds tracked by Wall St. Rank held Mama's Creations as of Q3 2022.

Based on AE Wealth Management's 13F filing for Q3 2022, filed 25 Oct 2022.