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Golden State Wealth Management’s Applied Optoelectronics AAOI Stock Holding History

Golden State Wealth Management’s Portfolio AAOI Stock Details AAOI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-195
Closed -$1K – 207
2020
Q1 		$1K Buy
+195
New +$2.06K ﹤0.01% 893
2019
Q4 		– Sell
-925
Closed -$10K – 57
2019
Q3 		$10K Sell
925
-1,750
-65% -$17.5K ﹤0.01% 741
2019
Q2 		$27K Sell
2,675
-1,600
-37% -$17.1K 0.01% 564
2019
Q1 		$52K Buy
+4,275
New +$64.5K 0.02% 428

Other funds holding AAOI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IECM
Intrinsic Edge Capital Management Chicago, Illinois $603M AUM 66.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Golden State Wealth Management's AAOI Position: Q2 2020 in Review

Golden State Wealth Management sold out of Applied Optoelectronics (AAOI) in Q2 2020, closing a stake of 195 shares — an estimated $1K sold.

Golden State Wealth Management first reported a position in AAOI in Q1 2019 and held it in 4 quarters. The position peaked at $52K in Q1 2019. 110 funds tracked by Wall St. Rank hold AAOI as of Q2 2020.

  • Golden State Wealth Management reported no remaining Applied Optoelectronics position as of Q2 2020 after selling out during the quarter.
  • Golden State Wealth Management sold 195 Applied Optoelectronics shares in Q2 2020, an estimated $1K.
  • Golden State Wealth Management first reported a position in Applied Optoelectronics in Q1 2019 and held it in 4 quarters.
  • Golden State Wealth Management's Applied Optoelectronics position peaked at $52K in Q1 2019.
  • 110 funds tracked by Wall St. Rank held Applied Optoelectronics as of Q2 2020.

Based on Golden State Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.