AWM
SANW

AE Wealth Management’s S&W Seed Co SANW Stock Holding History

AE Wealth Management’s Portfolio SANW Stock Details SANW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-579
Closed -$2.04K – 2162
2024
Q3 		$2.04K Buy
+579
New +$3.31K ﹤0.01% 1233

Other funds holding SANW

JCP
Jennifer C. Price $75.5M AUM 6.25% 1-Year Est. Return
WC
Wynnefield Capital New York $148M AUM 32.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

AE Wealth Management sold out of S&W Seed Co (SANW) in Q4 2024, closing a stake of 579 shares — an estimated $2.04K sold.

AE Wealth Management first reported a position in SANW in Q3 2024 and held it in 1 quarter. The position peaked at $2.04K in Q3 2024. 15 funds tracked by Wall St. Rank hold SANW as of Q4 2024.

  • AE Wealth Management reported no remaining S&W Seed Co position as of Q4 2024 after selling out during the quarter.
  • AE Wealth Management sold 579 S&W Seed Co shares in Q4 2024, an estimated $2.04K.
  • AE Wealth Management first reported a position in S&W Seed Co in Q3 2024 and held it in 1 quarter.
  • AE Wealth Management's S&W Seed Co position peaked at $2.04K in Q3 2024.
  • 15 funds tracked by Wall St. Rank held S&W Seed Co as of Q4 2024.

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