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AE Wealth Management’s Ring Energy REI Stock Holding History

AE Wealth Management’s Portfolio REI Stock Details REI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-100,000
Closed -$139K – 1797
2023
Q4 		$139K Buy
+100,000
New +$165K ﹤0.01% 1922

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ACB
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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BGIM
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American Century Companies
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AE Wealth Management's REI Position: Q1 2024 in Review

AE Wealth Management sold out of Ring Energy (REI) in Q1 2024, closing a stake of 100,000 shares — an estimated $139K sold.

AE Wealth Management first reported a position in REI in Q4 2023 and held it in 1 quarter. The position peaked at $139K in Q4 2023. 140 funds tracked by Wall St. Rank hold REI as of Q1 2024.

  • AE Wealth Management reported no remaining Ring Energy position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 100,000 Ring Energy shares in Q1 2024, an estimated $139K.
  • AE Wealth Management first reported a position in Ring Energy in Q4 2023 and held it in 1 quarter.
  • AE Wealth Management's Ring Energy position peaked at $139K in Q4 2023.
  • 140 funds tracked by Wall St. Rank held Ring Energy as of Q1 2024.

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