AWM
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AE Wealth Management’s Sable Offshore Corp SOC Stock Holding History

AE Wealth Management’s Portfolio SOC Stock Details SOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-30,673
Closed -$702K – 2297
2024
Q4 		$702K Buy
+30,673
New +$671K 0.01% 800

Other funds holding SOC

PGA
Pilgrim Global Advisors Reno, Nevada $772M AUM 51.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HCM
Himalaya Capital Management Seattle, Washington $3.2B AUM 32.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AE Wealth Management's SOC Position: Q1 2025 in Review

AE Wealth Management sold out of Sable Offshore Corp (SOC) in Q1 2025, closing a stake of 30,673 shares — an estimated $702K sold.

AE Wealth Management first reported a position in SOC in Q4 2024 and held it in 1 quarter. The position peaked at $702K in Q4 2024. 193 funds tracked by Wall St. Rank hold SOC as of Q1 2025.

  • AE Wealth Management reported no remaining Sable Offshore Corp position as of Q1 2025 after selling out during the quarter.
  • AE Wealth Management sold 30,673 Sable Offshore Corp shares in Q1 2025, an estimated $702K.
  • AE Wealth Management first reported a position in Sable Offshore Corp in Q4 2024 and held it in 1 quarter.
  • AE Wealth Management's Sable Offshore Corp position peaked at $702K in Q4 2024.
  • 193 funds tracked by Wall St. Rank held Sable Offshore Corp as of Q1 2025.

Based on AE Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.