AE Wealth Management’s SentinelOne S Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-16,259	Closed	-$389K	–	2160
2024 Q3	$389K	Buy	+16,259	New	+$367K	﹤0.01%	955
2023 Q2	–	Sell	-17,527	Closed	-$287K	–	2029
2023 Q1	$287K	Sell	17,527 -4,517	-20%	-$68.2K	﹤0.01%	1574
2022 Q4	$322K	Buy	+22,044	New	+$408K	﹤0.01%	1476

Other funds holding S

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

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

IHG

Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return

Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return

Redpoint Management Woodside, California $201M AUM 39.14% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AE Wealth Management's S Position: Q4 2024 in Review

AE Wealth Management sold out of SentinelOne (S) in Q4 2024, closing a stake of 16,259 shares — an estimated $389K sold.

AE Wealth Management first reported a position in S in Q4 2022 and held it in 3 quarters. The position peaked at $389K in Q3 2024. 458 funds tracked by Wall St. Rank hold S as of Q4 2024.

AE Wealth Management reported no remaining SentinelOne position as of Q4 2024 after selling out during the quarter.
AE Wealth Management sold 16,259 SentinelOne shares in Q4 2024, an estimated $389K.
AE Wealth Management first reported a position in SentinelOne in Q4 2022 and held it in 3 quarters.
AE Wealth Management's SentinelOne position peaked at $389K in Q3 2024.
458 funds tracked by Wall St. Rank held SentinelOne as of Q4 2024.

Based on AE Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.