AE Wealth Management
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AE Wealth Management’s MRC Global MRC Stock Holding History

AE Wealth Management’s Portfolio MRC Stock Details MRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-47,502
Closed -$550K – 1955
2022
Q4 		$550K Buy
+47,502
New +$501K ﹤0.01% 1265
2022
Q3 		– Sell
-48,067
Closed -$479K – 1827
2022
Q2 		$479K Buy
+48,067
New +$533K ﹤0.01% 1225

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Frontier Capital Management
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.46B AUM 78.13% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

AE Wealth Management's MRC Position: Q1 2023 in Review

AE Wealth Management sold out of MRC Global (MRC) in Q1 2023, closing a stake of 47,502 shares — an estimated $550K sold.

AE Wealth Management first reported a position in MRC in Q2 2022 and held it in 2 quarters. The position peaked at $550K in Q4 2022. 170 funds tracked by Wall St. Rank hold MRC as of Q1 2023.

  • AE Wealth Management reported no remaining MRC Global position as of Q1 2023 after selling out during the quarter.
  • AE Wealth Management sold 47,502 MRC Global shares in Q1 2023, an estimated $550K.
  • AE Wealth Management first reported a position in MRC Global in Q2 2022 and held it in 2 quarters.
  • AE Wealth Management's MRC Global position peaked at $550K in Q4 2022.
  • 170 funds tracked by Wall St. Rank held MRC Global as of Q1 2023.

Based on AE Wealth Management's 13F filing for Q1 2023, filed 14 Apr 2023.