AE Wealth Management
SIBN icon

AE Wealth Management’s SI-BONE Inc SIBN Stock Holding History

AE Wealth Management’s Portfolio SIBN Stock Details SIBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-23,368
Closed -$457K – 1841
2023
Q4 		$457K Buy
+23,368
New +$432K ﹤0.01% 1487
2023
Q3 		– Sell
-20,471
Closed -$552K – 2057
2023
Q2 		$552K Buy
+20,471
New +$499K ﹤0.01% 1338

Other funds holding SIBN

Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OrbiMed
OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Granahan Investment Management
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return
Bellevue Group
Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return
Paradigm Capital Management Inc
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return

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

AE Wealth Management sold out of SI-BONE Inc (SIBN) in Q1 2024, closing a stake of 23,368 shares — an estimated $457K sold.

AE Wealth Management first reported a position in SIBN in Q2 2023 and held it in 2 quarters. The position peaked at $552K in Q2 2023. 146 funds tracked by Wall St. Rank hold SIBN as of Q1 2024.

  • AE Wealth Management reported no remaining SI-BONE Inc position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 23,368 SI-BONE Inc shares in Q1 2024, an estimated $457K.
  • AE Wealth Management first reported a position in SI-BONE Inc in Q2 2023 and held it in 2 quarters.
  • AE Wealth Management's SI-BONE Inc position peaked at $552K in Q2 2023.
  • 146 funds tracked by Wall St. Rank held SI-BONE Inc as of Q1 2024.

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