AWM
SHEN icon

AE Wealth Management’s Shenandoah Telecom SHEN Stock Holding History

AE Wealth Management’s Portfolio SHEN Stock Details SHEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-13,356
Closed -$232K – 1274
2024
Q1 		$232K Sell
13,356
-3,129
-19% -$60.6K ﹤0.01% 1046
2023
Q4 		$344K Buy
+16,485
New +$369K ﹤0.01% 1639

Other funds holding SHEN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GGH
GCM Grosvenor Holdings Chicago, Illinois $901M AUM 28.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EC
ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BRIM
Broad Run Investment Management Arlington, Virginia $568M AUM 50.18% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AE Wealth Management's SHEN Position: Q2 2024 in Review

AE Wealth Management sold out of Shenandoah Telecom (SHEN) in Q2 2024, closing a stake of 13,356 shares — an estimated $232K sold.

AE Wealth Management first reported a position in SHEN in Q4 2023 and held it in 2 quarters. The position peaked at $344K in Q4 2023. 143 funds tracked by Wall St. Rank hold SHEN as of Q2 2024.

  • AE Wealth Management reported no remaining Shenandoah Telecom position as of Q2 2024 after selling out during the quarter.
  • AE Wealth Management sold 13,356 Shenandoah Telecom shares in Q2 2024, an estimated $232K.
  • AE Wealth Management first reported a position in Shenandoah Telecom in Q4 2023 and held it in 2 quarters.
  • AE Wealth Management's Shenandoah Telecom position peaked at $344K in Q4 2023.
  • 143 funds tracked by Wall St. Rank held Shenandoah Telecom as of Q2 2024.

Based on AE Wealth Management's 13F filing for Q2 2024, filed 12 Aug 2024.