Cambridge Investment Research Advisors
AEY

Cambridge Investment Research Advisors’s ADDvantage Technologies Group AEY Stock Holding History

Cambridge Investment Research Advisors’s Portfolio AEY Stock Details AEY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-2,000
Closed -$12K – 3289
2023
Q2 		$12K Hold
2,000
– – ﹤0.01% 3144
2023
Q1 		$22K Buy
+2,000
New +$28.2K ﹤0.01% 3098

Other funds holding AEY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $265M AUM 30.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Cambridge Investment Research Advisors's AEY Position: Q3 2023 in Review

Cambridge Investment Research Advisors sold out of ADDvantage Technologies Group (AEY) in Q3 2023, closing a stake of 2,000 shares — an estimated $12K sold.

Cambridge Investment Research Advisors first reported a position in AEY in Q1 2023 and held it in 2 quarters. The position peaked at $22K in Q1 2023. 16 funds tracked by Wall St. Rank hold AEY as of Q3 2023.

  • Cambridge Investment Research Advisors reported no remaining ADDvantage Technologies Group position as of Q3 2023 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 2,000 ADDvantage Technologies Group shares in Q3 2023, an estimated $12K.
  • Cambridge Investment Research Advisors first reported a position in ADDvantage Technologies Group in Q1 2023 and held it in 2 quarters.
  • Cambridge Investment Research Advisors's ADDvantage Technologies Group position peaked at $22K in Q1 2023.
  • 16 funds tracked by Wall St. Rank held ADDvantage Technologies Group as of Q3 2023.

Based on Cambridge Investment Research Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.