Commonwealth Equity Services
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Commonwealth Equity Services’s Alset AEI Stock Holding History

Commonwealth Equity Services’s Portfolio AEI Stock Details AEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,021
Closed -$5K – 3703
2022
Q3 		$5K Hold
1,021
– – ﹤0.01% 3640
2022
Q2 		$6K Buy
+1,021
New +$8.38K ﹤0.01% 3641

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Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IA
IFS Advisors Overland Park, Kansas $194M AUM 13.36% 1-Year Est. Return

Commonwealth Equity Services's AEI Position: Q4 2022 in Review

Commonwealth Equity Services sold out of Alset (AEI) in Q4 2022, closing a stake of 1,021 shares — an estimated $5K sold.

Commonwealth Equity Services first reported a position in AEI in Q2 2022 and held it in 2 quarters. The position peaked at $6K in Q2 2022. 17 funds tracked by Wall St. Rank hold AEI as of Q4 2022.

  • Commonwealth Equity Services reported no remaining Alset position as of Q4 2022 after selling out during the quarter.
  • Commonwealth Equity Services sold 1,021 Alset shares in Q4 2022, an estimated $5K.
  • Commonwealth Equity Services first reported a position in Alset in Q2 2022 and held it in 2 quarters.
  • Commonwealth Equity Services's Alset position peaked at $6K in Q2 2022.
  • 17 funds tracked by Wall St. Rank held Alset as of Q4 2022.

Based on Commonwealth Equity Services's 13F filing for Q4 2022, filed 7 Feb 2023.