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AE Wealth Management’s Timken Company TKR Stock Holding History

AE Wealth Management’s Portfolio TKR Stock Details TKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-5,066
Closed -$413K – 1906
2023
Q4 		$413K Buy
5,066
+1,126
+29% +$82.8K ﹤0.01% 1552
2023
Q3 		$290K Buy
+3,940
New +$320K ﹤0.01% 1626
2023
Q2 		– Sell
-4,163
Closed -$340K – 2042
2023
Q1 		$340K Buy
+4,163
New +$337K ﹤0.01% 1488

Other funds holding TKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

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

AE Wealth Management sold out of Timken Company (TKR) in Q1 2024, closing a stake of 5,066 shares — an estimated $413K sold.

AE Wealth Management first reported a position in TKR in Q1 2023 and held it in 3 quarters. The position peaked at $413K in Q4 2023. 443 funds tracked by Wall St. Rank hold TKR as of Q1 2024.

  • AE Wealth Management reported no remaining Timken Company position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 5,066 Timken Company shares in Q1 2024, an estimated $413K.
  • AE Wealth Management first reported a position in Timken Company in Q1 2023 and held it in 3 quarters.
  • AE Wealth Management's Timken Company position peaked at $413K in Q4 2023.
  • 443 funds tracked by Wall St. Rank held Timken Company as of Q1 2024.

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