AE Wealth Management’s Root ROOT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-702	Closed	-$67K	–	1774
2021 Q3	$67K	Buy	+702	New	+$87.1K	﹤0.01%	1568

Other funds holding ROOT

RCGI

Ribbit Capital GP IV Palo Alto, California $15.6M AUM 103.62% 1-Year Est. Return

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

SLG

Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return

Schusterman Interests Tulsa, Oklahoma $383M AUM 31.49% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

DIG

Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return

HHLR Advisors Grand Cayman, Cayman Islands $832M AUM 32.38% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

AE Wealth Management's ROOT Position: Q4 2021 in Review

AE Wealth Management sold out of Root (ROOT) in Q4 2021, closing a stake of 702 shares — an estimated $67K sold.

AE Wealth Management first reported a position in ROOT in Q3 2021 and held it in 1 quarter. The position peaked at $67K in Q3 2021. 110 funds tracked by Wall St. Rank hold ROOT as of Q4 2021.

AE Wealth Management reported no remaining Root position as of Q4 2021 after selling out during the quarter.
AE Wealth Management sold 702 Root shares in Q4 2021, an estimated $67K.
AE Wealth Management first reported a position in Root in Q3 2021 and held it in 1 quarter.
AE Wealth Management's Root position peaked at $67K in Q3 2021.
110 funds tracked by Wall St. Rank held Root as of Q4 2021.

Based on AE Wealth Management's 13F filing for Q4 2021, filed 20 Jan 2022.