AE Wealth Management’s Team TISI Stock Holding History

AE Wealth Management’s Portfolio TISI Stock Details TISI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-7,630	Closed	-$57K	–	1875
2022 Q2	$57K	Buy	7,630 +1,613	+27%	+$22.2K	﹤0.01%	1667
2022 Q1	$133K	Buy	+6,017	New	+$62.6K	﹤0.01%	1602

Other funds holding TISI

CPM

Corre Partners Management New York $64.9M AUM 16.2% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

OCAM

Owl Creek Asset Management New York $1.38B AUM 59.67% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

AE Wealth Management's TISI Position: Q3 2022 in Review

AE Wealth Management sold out of Team (TISI) in Q3 2022, closing a stake of 7,630 shares — an estimated $57K sold.

AE Wealth Management first reported a position in TISI in Q1 2022 and held it in 2 quarters. The position peaked at $133K in Q1 2022. 50 funds tracked by Wall St. Rank hold TISI as of Q3 2022.

AE Wealth Management reported no remaining Team position as of Q3 2022 after selling out during the quarter.
AE Wealth Management sold 7,630 Team shares in Q3 2022, an estimated $57K.
AE Wealth Management first reported a position in Team in Q1 2022 and held it in 2 quarters.
AE Wealth Management's Team position peaked at $133K in Q1 2022.
50 funds tracked by Wall St. Rank held Team as of Q3 2022.

Based on AE Wealth Management's 13F filing for Q3 2022, filed 25 Oct 2022.