AE Wealth Management’s uniQure QURE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-71,461	Closed	-$480K	–	2158
2023 Q3	$480K	Buy	71,461 +27,036	+61%	+$243K	﹤0.01%	1408
2023 Q2	$509K	Buy	+44,425	New	+$842K	﹤0.01%	1388
2020 Q3	–	Sell	-12,648	Closed	-$570K	–	1358
2020 Q2	$570K	Buy	12,648 +4,643	+58%	+$274K	0.01%	831
2020 Q1	$380K	Buy	+8,005	New	+$460K	0.01%	781

Other funds holding QURE

VPC

Vestal Point Capital New York $4.28B AUM 239% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

6CM

683 Capital Management New York $2.04B AUM 94.26% 1-Year Est. Return

OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

AE Wealth Management sold out of uniQure (QURE) in Q4 2023, closing a stake of 71,461 shares — an estimated $480K sold.

AE Wealth Management first reported a position in QURE in Q1 2020 and held it in 4 quarters. The position peaked at $570K in Q2 2020. 144 funds tracked by Wall St. Rank hold QURE as of Q4 2023.

AE Wealth Management reported no remaining uniQure position as of Q4 2023 after selling out during the quarter.
AE Wealth Management sold 71,461 uniQure shares in Q4 2023, an estimated $480K.
AE Wealth Management first reported a position in uniQure in Q1 2020 and held it in 4 quarters.
AE Wealth Management's uniQure position peaked at $570K in Q2 2020.
144 funds tracked by Wall St. Rank held uniQure as of Q4 2023.

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