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AE Wealth Management’s Sensus Healthcare SRTS Stock Holding History

AE Wealth Management’s Portfolio SRTS Stock Details SRTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-20,215
Closed -$71.4K – 1873
2023
Q4 		$71.4K Buy
+20,215
New +$47.3K ﹤0.01% 1967
2022
Q2 		– Sell
-18,942
Closed -$192K – 1833
2022
Q1 		$192K Buy
+18,942
New +$173K ﹤0.01% 1580

Other funds holding SRTS

Vanguard Group
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
S
Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

AE Wealth Management sold out of Sensus Healthcare (SRTS) in Q1 2024, closing a stake of 20,215 shares — an estimated $71.4K sold.

AE Wealth Management first reported a position in SRTS in Q1 2022 and held it in 2 quarters. The position peaked at $192K in Q1 2022. 45 funds tracked by Wall St. Rank hold SRTS as of Q1 2024.

  • AE Wealth Management reported no remaining Sensus Healthcare position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 20,215 Sensus Healthcare shares in Q1 2024, an estimated $71.4K.
  • AE Wealth Management first reported a position in Sensus Healthcare in Q1 2022 and held it in 2 quarters.
  • AE Wealth Management's Sensus Healthcare position peaked at $192K in Q1 2022.
  • 45 funds tracked by Wall St. Rank held Sensus Healthcare as of Q1 2024.

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