AWM
VLNS

AE Wealth Management’s The Valens Company, Inc. Common Shares VLNS Stock Holding History

AE Wealth Management’s Portfolio VLNS Stock Details VLNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-12,223
Closed -$8.07K – 2038
2022
Q4 		$8.07K Hold
12,223
– – ﹤0.01% 1801
2022
Q3 		$8K Buy
+12,223
New +$9.87K ﹤0.01% 1730

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

AE Wealth Management sold out of The Valens Company, Inc. Common Shares (VLNS) in Q1 2023, closing a stake of 12,223 shares — an estimated $8.07K sold.

AE Wealth Management first reported a position in VLNS in Q3 2022 and held it in 2 quarters. The position peaked at $8.07K in Q4 2022. 0 funds tracked by Wall St. Rank hold VLNS as of Q1 2023.

  • AE Wealth Management reported no remaining The Valens Company, Inc. Common Shares position as of Q1 2023 after selling out during the quarter.
  • AE Wealth Management sold 12,223 The Valens Company, Inc. Common Shares shares in Q1 2023, an estimated $8.07K.
  • AE Wealth Management first reported a position in The Valens Company, Inc. Common Shares in Q3 2022 and held it in 2 quarters.
  • AE Wealth Management's The Valens Company, Inc. Common Shares position peaked at $8.07K in Q4 2022.
  • 0 funds tracked by Wall St. Rank held The Valens Company, Inc. Common Shares as of Q1 2023.

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