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AE Wealth Management’s Yeti Holdings YETI Stock Holding History

AE Wealth Management’s Portfolio YETI Stock Details YETI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-5,099
Closed -$233K – 2035
2023
Q4 		$233K Buy
5,099
+618
+14% +$27.4K ﹤0.01% 1827
2023
Q3 		$216K Buy
+4,481
New +$199K ﹤0.01% 1760
2021
Q4 		– Sell
-2,894
Closed -$248K – 1805
2021
Q3 		$248K Buy
2,894
+77
+3% +$7.45K ﹤0.01% 1441
2021
Q2 		$259K Buy
+2,817
New +$245K ﹤0.01% 1404

Other funds holding YETI

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AE Wealth Management's YETI Position: Q1 2024 in Review

AE Wealth Management sold out of Yeti Holdings (YETI) in Q1 2024, closing a stake of 5,099 shares — an estimated $233K sold.

AE Wealth Management first reported a position in YETI in Q2 2021 and held it in 4 quarters. The position peaked at $259K in Q2 2021. 359 funds tracked by Wall St. Rank hold YETI as of Q1 2024.

  • AE Wealth Management reported no remaining Yeti Holdings position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 5,099 Yeti Holdings shares in Q1 2024, an estimated $233K.
  • AE Wealth Management first reported a position in Yeti Holdings in Q2 2021 and held it in 4 quarters.
  • AE Wealth Management's Yeti Holdings position peaked at $259K in Q2 2021.
  • 359 funds tracked by Wall St. Rank held Yeti Holdings as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.