AWM
SGI

AE Wealth Management’s Somnigroup International SGI Stock Holding History

AE Wealth Management’s Portfolio SGI Stock Details SGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-14,225
Closed -$660K – 1808
2021
Q3 		$660K Sell
14,225
-2,537
-15% -$111K 0.01% 1038
2021
Q2 		$657K Buy
+16,762
New +$642K 0.01% 1022
2021
Q1 		– Sell
-25,697
Closed -$694K – 1586
2020
Q4 		$694K Sell
25,697
-2,787
-10% -$68K 0.01% 848
2020
Q3 		$635K Sell
28,484
-3,588
-11% -$74.2K 0.01% 779
2020
Q2 		$577K Buy
+32,072
New +$460K 0.01% 823

Other funds holding SGI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
BW
Browning West Los Angeles, California $1.62B AUM 22.28% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
HPM
H. Partners Management New York $154M AUM 19.94% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DIGDR
Dynamo Internacional Gestao de Recursos Rio De Janeiro, Brazil $266M AUM 6.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return