AWM
THS

AE Wealth Management’s Treehouse Foods THS Stock Holding History

AE Wealth Management’s Portfolio THS Stock Details THS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-11,491
Closed -$503K – 1376
2020
Q2 		$503K Buy
+11,491
New +$561K 0.01% 879

Other funds holding THS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AE Wealth Management's THS Position: Q3 2020 in Review

AE Wealth Management sold out of Treehouse Foods (THS) in Q3 2020, closing a stake of 11,491 shares — an estimated $503K sold.

AE Wealth Management first reported a position in THS in Q2 2020 and held it in 1 quarter. The position peaked at $503K in Q2 2020. 250 funds tracked by Wall St. Rank hold THS as of Q3 2020.

  • AE Wealth Management reported no remaining Treehouse Foods position as of Q3 2020 after selling out during the quarter.
  • AE Wealth Management sold 11,491 Treehouse Foods shares in Q3 2020, an estimated $503K.
  • AE Wealth Management first reported a position in Treehouse Foods in Q2 2020 and held it in 1 quarter.
  • AE Wealth Management's Treehouse Foods position peaked at $503K in Q2 2020.
  • 250 funds tracked by Wall St. Rank held Treehouse Foods as of Q3 2020.

Based on AE Wealth Management's 13F filing for Q3 2020, filed 6 Nov 2020.