AE Wealth Management’s REV Group REVG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-12,316	Closed	-$197K	–	2161
2023 Q3	$197K	Buy	+12,316	New	+$168K	﹤0.01%	1789

Other funds holding REVG

AIP LLC New York $268M AUM 40.4% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

AE Wealth Management sold out of REV Group (REVG) in Q4 2023, closing a stake of 12,316 shares — an estimated $197K sold.

AE Wealth Management first reported a position in REVG in Q3 2023 and held it in 1 quarter. The position peaked at $197K in Q3 2023. 148 funds tracked by Wall St. Rank hold REVG as of Q4 2023.

AE Wealth Management reported no remaining REV Group position as of Q4 2023 after selling out during the quarter.
AE Wealth Management sold 12,316 REV Group shares in Q4 2023, an estimated $197K.
AE Wealth Management first reported a position in REV Group in Q3 2023 and held it in 1 quarter.
AE Wealth Management's REV Group position peaked at $197K in Q3 2023.
148 funds tracked by Wall St. Rank held REV Group as of Q4 2023.

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