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AE Wealth Management’s Teucrium Wheat Fund WEAT Stock Holding History

AE Wealth Management’s Portfolio WEAT Stock Details WEAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-3,586
Closed -$99.9K – 2197
2023
Q3 		$99.9K Buy
+3,586
New +$113K ﹤0.01% 1839
2022
Q4 		– Sell
-7,382
Closed -$338K – 1926
2022
Q3 		$338K Buy
7,382
+1,408
+24% +$59.4K ﹤0.01% 1418
2022
Q2 		$270K Buy
5,974
+1,746
+41% +$94.2K ﹤0.01% 1479
2022
Q1 		$208K Buy
+4,228
New +$182K ﹤0.01% 1570

Other funds holding WEAT

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

AE Wealth Management's WEAT Position: Q4 2023 in Review

AE Wealth Management sold out of Teucrium Wheat Fund (WEAT) in Q4 2023, closing a stake of 3,586 shares — an estimated $99.9K sold.

AE Wealth Management first reported a position in WEAT in Q1 2022 and held it in 4 quarters. The position peaked at $338K in Q3 2022. 46 funds tracked by Wall St. Rank hold WEAT as of Q4 2023.

  • AE Wealth Management reported no remaining Teucrium Wheat Fund position as of Q4 2023 after selling out during the quarter.
  • AE Wealth Management sold 3,586 Teucrium Wheat Fund shares in Q4 2023, an estimated $99.9K.
  • AE Wealth Management first reported a position in Teucrium Wheat Fund in Q1 2022 and held it in 4 quarters.
  • AE Wealth Management's Teucrium Wheat Fund position peaked at $338K in Q3 2022.
  • 46 funds tracked by Wall St. Rank held Teucrium Wheat Fund as of Q4 2023.

Based on AE Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.