AWM
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AE Wealth Management’s Park Hotels & Resorts PK Stock Holding History

AE Wealth Management’s Portfolio PK Stock Details PK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-12,470
Closed -$154K – 2151
2023
Q3 		$154K Buy
+12,470
New +$161K ﹤0.01% 1810

Other funds holding PK

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

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

AE Wealth Management sold out of Park Hotels & Resorts (PK) in Q4 2023, closing a stake of 12,470 shares — an estimated $154K sold.

AE Wealth Management first reported a position in PK in Q3 2023 and held it in 1 quarter. The position peaked at $154K in Q3 2023. 354 funds tracked by Wall St. Rank hold PK as of Q4 2023.

  • AE Wealth Management reported no remaining Park Hotels & Resorts position as of Q4 2023 after selling out during the quarter.
  • AE Wealth Management sold 12,470 Park Hotels & Resorts shares in Q4 2023, an estimated $154K.
  • AE Wealth Management first reported a position in Park Hotels & Resorts in Q3 2023 and held it in 1 quarter.
  • AE Wealth Management's Park Hotels & Resorts position peaked at $154K in Q3 2023.
  • 354 funds tracked by Wall St. Rank held Park Hotels & Resorts as of Q4 2023.

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