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AWM
AE Wealth Management’s
INNOVATE Corp
VATE
Stock Holding History
AE Wealth Management’s Portfolio
VATE Stock Details
VATE Fund Activity
Quarter
Market Value
Status
Shares
Shares
Change %
Capital Flow
Portfolio Weight
Portfolio Position
2021
Q2
–
Sell
-2,193
Closed
-$86K
–
1662
2021
Q1
$86K
Buy
2,193
+109
+
5
%
+$4.28K
﹤0.01%
1436
2020
Q4
$68K
Hold
2,084
–
–
﹤0.01%
1322
2020
Q3
$50K
Buy
+2,084
New
+$50K
﹤0.01%
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Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Large Buys & Sells
Recent large buys and sells by hedge funds and large institutional investors
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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