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AE Wealth Management’s Riot Platforms RIOT Stock Holding History

AE Wealth Management’s Portfolio RIOT Stock Details RIOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-63,837
Closed -$725K – 1799
2023
Q4 		$725K Buy
63,837
+488
+0.8% +$5.89K ﹤0.01% 1278
2023
Q3 		$591K Sell
63,349
-25,711
-29% -$354K ﹤0.01% 1291
2023
Q2 		$1.05M Buy
89,060
+46,315
+108% +$519K 0.01% 1075
2023
Q1 		$427K Sell
42,745
-10,401
-20% -$67.7K ﹤0.01% 1416
2022
Q4 		$180K Sell
53,146
-60,288
-53% -$311K ﹤0.01% 1680
2022
Q3 		$795K Buy
113,434
+19,538
+21% +$138K 0.01% 1040
2022
Q2 		$393K Buy
93,896
+56,994
+154% +$529K ﹤0.01% 1316
2022
Q1 		$781K Buy
36,902
+10,764
+41% +$194K 0.01% 1020
2021
Q4 		$584K Buy
26,138
+3,545
+16% +$106K ﹤0.01% 1190
2021
Q3 		$581K Buy
22,593
+432
+2% +$13.9K ﹤0.01% 1115
2021
Q2 		$835K Buy
+22,161
New +$792K 0.01% 901

Other funds holding RIOT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IW
Instrumental Wealth Tampa, Florida $198M AUM 24.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

AE Wealth Management sold out of Riot Platforms (RIOT) in Q1 2024, closing a stake of 63,837 shares — an estimated $725K sold.

AE Wealth Management first reported a position in RIOT in Q2 2021 and held it in 11 quarters. The position peaked at $1.05M in Q2 2023. 290 funds tracked by Wall St. Rank hold RIOT as of Q1 2024.

  • AE Wealth Management reported no remaining Riot Platforms position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 63,837 Riot Platforms shares in Q1 2024, an estimated $725K.
  • AE Wealth Management first reported a position in Riot Platforms in Q2 2021 and held it in 11 quarters.
  • AE Wealth Management's Riot Platforms position peaked at $1.05M in Q2 2023.
  • 290 funds tracked by Wall St. Rank held Riot Platforms as of Q1 2024.

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