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 $481B AUM 30.42% 1-Year Est. Return

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

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return