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AE Wealth Management’s SFL Corp SFL Stock Holding History

AE Wealth Management’s Portfolio SFL Stock Details SFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-62,202
Closed -$763K – 1835
2023
Q4 		$763K Buy
62,202
+3,378
+6% +$37.6K ﹤0.01% 1259
2023
Q3 		$656K Buy
58,824
+819
+1% +$8.48K ﹤0.01% 1257
2023
Q2 		$541K Buy
58,005
+432
+0.8% +$3.91K ﹤0.01% 1349
2023
Q1 		$547K Buy
57,573
+333
+0.6% +$3.29K ﹤0.01% 1307
2022
Q4 		$528K Sell
57,240
-291
-0.5% -$2.83K ﹤0.01% 1291
2022
Q3 		$524K Buy
57,531
+1,597
+3% +$16.2K ﹤0.01% 1241
2022
Q2 		$531K Buy
55,934
+315
+0.6% +$3.28K ﹤0.01% 1173
2022
Q1 		$566K Buy
55,619
+6
+0% +$55 ﹤0.01% 1179
2021
Q4 		$453K Buy
55,613
+7
+0% +$58 ﹤0.01% 1281
2021
Q3 		$466K Buy
55,606
+3
+0% +$23 ﹤0.01% 1197
2021
Q2 		$425K Buy
55,603
+1,840
+3% +$15.1K ﹤0.01% 1205
2021
Q1 		$431K Buy
53,763
+72
+0.1% +$533 ﹤0.01% 1090
2020
Q4 		$337K Buy
53,691
+129
+0.2% +$893 ﹤0.01% 1098
2020
Q3 		$401K Buy
53,562
+52
+0.1% +$455 0.01% 946
2020
Q2 		$497K Buy
+53,510
New +$535K 0.01% 885

Other funds holding SFL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

AE Wealth Management sold out of SFL Corp (SFL) in Q1 2024, closing a stake of 62,202 shares — an estimated $763K sold.

AE Wealth Management first reported a position in SFL in Q2 2020 and held it in 15 quarters. The position peaked at $763K in Q4 2023. 186 funds tracked by Wall St. Rank hold SFL as of Q1 2024.

  • AE Wealth Management reported no remaining SFL Corp position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 62,202 SFL Corp shares in Q1 2024, an estimated $763K.
  • AE Wealth Management first reported a position in SFL Corp in Q2 2020 and held it in 15 quarters.
  • AE Wealth Management's SFL Corp position peaked at $763K in Q4 2023.
  • 186 funds tracked by Wall St. Rank held SFL Corp as of Q1 2024.

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