AWM
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AE Wealth Management’s QCR Holdings QCRH Stock Holding History

AE Wealth Management’s Portfolio QCRH Stock Details QCRH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4,930
Closed -$304K – 1781
2023
Q4 		$304K Buy
4,930
+1
+0% +$52 ﹤0.01% 1693
2023
Q3 		$239K Hold
4,929
– – ﹤0.01% 1708
2023
Q2 		$202K Hold
4,929
– – ﹤0.01% 1746
2023
Q1 		$216K Hold
4,929
– – ﹤0.01% 1702
2022
Q4 		$245K Hold
4,929
– – ﹤0.01% 1588
2022
Q3 		$251K Hold
4,929
– – ﹤0.01% 1538
2022
Q2 		$266K Hold
4,929
– – ﹤0.01% 1487
2022
Q1 		$279K Buy
+4,929
New +$281K ﹤0.01% 1449

Other funds holding QCRH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

AE Wealth Management sold out of QCR Holdings (QCRH) in Q1 2024, closing a stake of 4,930 shares — an estimated $304K sold.

AE Wealth Management first reported a position in QCRH in Q1 2022 and held it in 8 quarters. The position peaked at $304K in Q4 2023. 162 funds tracked by Wall St. Rank hold QCRH as of Q1 2024.

  • AE Wealth Management reported no remaining QCR Holdings position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 4,930 QCR Holdings shares in Q1 2024, an estimated $304K.
  • AE Wealth Management first reported a position in QCR Holdings in Q1 2022 and held it in 8 quarters.
  • AE Wealth Management's QCR Holdings position peaked at $304K in Q4 2023.
  • 162 funds tracked by Wall St. Rank held QCR Holdings as of Q1 2024.

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