AWM
STEX

AE Wealth Management’s Streamex Corp STEX Stock Holding History

AE Wealth Management’s Portfolio STEX Stock Details STEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,670
Closed -$5.82K – 1256
2023
Q4 		$5.82K Hold
2,670
– – ﹤0.01% 2032
2023
Q3 		$13.1K Buy
2,670
+670
+34% +$5.03K ﹤0.01% 1922
2023
Q2 		$25K Buy
+2,000
New +$25.6K ﹤0.01% 1860

Other funds holding STEX

PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

AE Wealth Management sold out of Streamex Corp (STEX) in Q1 2024, closing a stake of 2,670 shares — an estimated $5.82K sold.

AE Wealth Management first reported a position in STEX in Q2 2023 and held it in 3 quarters. The position peaked at $25K in Q2 2023. 29 funds tracked by Wall St. Rank hold STEX as of Q1 2024.

  • AE Wealth Management reported no remaining Streamex Corp position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 2,670 Streamex Corp shares in Q1 2024, an estimated $5.82K.
  • AE Wealth Management first reported a position in Streamex Corp in Q2 2023 and held it in 3 quarters.
  • AE Wealth Management's Streamex Corp position peaked at $25K in Q2 2023.
  • 29 funds tracked by Wall St. Rank held Streamex Corp as of Q1 2024.

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