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AE Wealth Management’s Select Water Solutions WTTR Stock Holding History

AE Wealth Management’s Portfolio WTTR Stock Details WTTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-50,390
Closed -$667K – 2290
2024
Q4 		$667K Buy
+50,390
New +$641K 0.01% 817

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CPI
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Franklin Resources
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AE Wealth Management's WTTR Position: Q1 2025 in Review

AE Wealth Management sold out of Select Water Solutions (WTTR) in Q1 2025, closing a stake of 50,390 shares — an estimated $667K sold.

AE Wealth Management first reported a position in WTTR in Q4 2024 and held it in 1 quarter. The position peaked at $667K in Q4 2024. 246 funds tracked by Wall St. Rank hold WTTR as of Q1 2025.

  • AE Wealth Management reported no remaining Select Water Solutions position as of Q1 2025 after selling out during the quarter.
  • AE Wealth Management sold 50,390 Select Water Solutions shares in Q1 2025, an estimated $667K.
  • AE Wealth Management first reported a position in Select Water Solutions in Q4 2024 and held it in 1 quarter.
  • AE Wealth Management's Select Water Solutions position peaked at $667K in Q4 2024.
  • 246 funds tracked by Wall St. Rank held Select Water Solutions as of Q1 2025.

Based on AE Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.