AWM
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AE Wealth Management’s Skyward Specialty Insurance SKWD Stock Holding History

AE Wealth Management’s Portfolio SKWD Stock Details SKWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-16,856
Closed -$530K – 1850
2023
Q4 		$530K Buy
+16,856
New +$518K ﹤0.01% 1400

Other funds holding SKWD

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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 $7.88B AUM 6.82% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

AE Wealth Management sold out of Skyward Specialty Insurance (SKWD) in Q1 2024, closing a stake of 16,856 shares — an estimated $530K sold.

AE Wealth Management first reported a position in SKWD in Q4 2023 and held it in 1 quarter. The position peaked at $530K in Q4 2023. 157 funds tracked by Wall St. Rank hold SKWD as of Q1 2024.

  • AE Wealth Management reported no remaining Skyward Specialty Insurance position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 16,856 Skyward Specialty Insurance shares in Q1 2024, an estimated $530K.
  • AE Wealth Management first reported a position in Skyward Specialty Insurance in Q4 2023 and held it in 1 quarter.
  • AE Wealth Management's Skyward Specialty Insurance position peaked at $530K in Q4 2023.
  • 157 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q1 2024.

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