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AE Wealth Management’s Merchants Bancorp MBIN Stock Holding History

AE Wealth Management’s Portfolio MBIN Stock Details MBIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10,170
Closed -$442K – 1652
2023
Q4 		$442K Buy
+10,170
New +$334K ﹤0.01% 1512

Other funds holding MBIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

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

AE Wealth Management sold out of Merchants Bancorp (MBIN) in Q1 2024, closing a stake of 10,170 shares — an estimated $442K sold.

AE Wealth Management first reported a position in MBIN in Q4 2023 and held it in 1 quarter. The position peaked at $442K in Q4 2023. 173 funds tracked by Wall St. Rank hold MBIN as of Q1 2024.

  • AE Wealth Management reported no remaining Merchants Bancorp position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 10,170 Merchants Bancorp shares in Q1 2024, an estimated $442K.
  • AE Wealth Management first reported a position in Merchants Bancorp in Q4 2023 and held it in 1 quarter.
  • AE Wealth Management's Merchants Bancorp position peaked at $442K in Q4 2023.
  • 173 funds tracked by Wall St. Rank held Merchants Bancorp as of Q1 2024.

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