AE Wealth Management’s UWM Holdings UWMC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-78,064	Closed	-$258K	–	2004
2022 Q4	$258K	Buy	+78,064	New	+$293K	﹤0.01%	1566

Other funds holding UWMC

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

Platinum Equity Beverly Hills, California $32.3M AUM 17.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

AE Wealth Management's UWMC Position: Q1 2023 in Review

AE Wealth Management sold out of UWM Holdings (UWMC) in Q1 2023, closing a stake of 78,064 shares — an estimated $258K sold.

AE Wealth Management first reported a position in UWMC in Q4 2022 and held it in 1 quarter. The position peaked at $258K in Q4 2022. 159 funds tracked by Wall St. Rank hold UWMC as of Q1 2023.

AE Wealth Management reported no remaining UWM Holdings position as of Q1 2023 after selling out during the quarter.
AE Wealth Management sold 78,064 UWM Holdings shares in Q1 2023, an estimated $258K.
AE Wealth Management first reported a position in UWM Holdings in Q4 2022 and held it in 1 quarter.
AE Wealth Management's UWM Holdings position peaked at $258K in Q4 2022.
159 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2023.

Based on AE Wealth Management's 13F filing for Q1 2023, filed 14 Apr 2023.