AWM
QLYS icon

AE Wealth Management’s Qualys QLYS Stock Holding History

AE Wealth Management’s Portfolio QLYS Stock Details QLYS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-6,202
Closed -$1.17M – 1785
2023
Q4 		$1.17M Buy
6,202
+188
+3% +$32.9K 0.01% 1096
2023
Q3 		$917K Sell
6,014
-137
-2% -$19.7K 0.01% 1129
2023
Q2 		$795K Buy
6,151
+536
+10% +$65.9K ﹤0.01% 1173
2023
Q1 		$730K Sell
5,615
-59
-1% -$6.91K ﹤0.01% 1175
2022
Q4 		$637K Buy
5,674
+1,342
+31% +$168K ﹤0.01% 1181
2022
Q3 		$604K Sell
4,332
-81
-2% -$11.4K ﹤0.01% 1149
2022
Q2 		$557K Buy
4,413
+2,258
+105% +$296K ﹤0.01% 1142
2022
Q1 		$307K Buy
2,155
+193
+10% +$24.7K ﹤0.01% 1409
2021
Q4 		$269K Buy
+1,962
New +$251K ﹤0.01% 1486
2020
Q4 		– Sell
-6,197
Closed -$607K – 1412
2020
Q3 		$607K Buy
+6,197
New +$663K 0.01% 813

Other funds holding QLYS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return