AE Wealth Management’s Merus MRUS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-22,500	Closed	-$531K	–	2131
2023 Q3	$531K	Buy	22,500 +2,801	+14%	+$67.9K	﹤0.01%	1346
2023 Q2	$519K	Buy	+19,699	New	+$431K	﹤0.01%	1376

Other funds holding MRUS

Commodore Capital New York $1.73B AUM 298.96% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

VR Adviser New York $2.68B AUM 422.73% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Boxer Capital San Diego, California $2.04B AUM 108.39% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

AE Wealth Management's MRUS Position: Q4 2023 in Review

AE Wealth Management sold out of Merus (MRUS) in Q4 2023, closing a stake of 22,500 shares — an estimated $531K sold.

AE Wealth Management first reported a position in MRUS in Q2 2023 and held it in 2 quarters. The position peaked at $531K in Q3 2023. 131 funds tracked by Wall St. Rank hold MRUS as of Q4 2023.

AE Wealth Management reported no remaining Merus position as of Q4 2023 after selling out during the quarter.
AE Wealth Management sold 22,500 Merus shares in Q4 2023, an estimated $531K.
AE Wealth Management first reported a position in Merus in Q2 2023 and held it in 2 quarters.
AE Wealth Management's Merus position peaked at $531K in Q3 2023.
131 funds tracked by Wall St. Rank held Merus as of Q4 2023.

Based on AE Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.