IFP Advisors’s ADDvantage Technologies Group AEY Stock Holding History

IFP 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
2021 Q1	–	Sell	-400	Closed	-$11.8K	–	3277
2020 Q4	$12K	Buy	+400	New	+$10.2K	﹤0.01%	2014

Other funds holding AEY

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IFP Advisors's AEY Position: Q1 2021 in Review

IFP Advisors sold out of ADDvantage Technologies Group (AEY) in Q1 2021, closing a stake of 400 shares — an estimated $11.8K sold.

IFP Advisors first reported a position in AEY in Q4 2020 and held it in 1 quarter. The position peaked at $12K in Q4 2020. 21 funds tracked by Wall St. Rank hold AEY as of Q1 2021.

IFP Advisors reported no remaining ADDvantage Technologies Group position as of Q1 2021 after selling out during the quarter.
IFP Advisors sold 400 ADDvantage Technologies Group shares in Q1 2021, an estimated $11.8K.
IFP Advisors first reported a position in ADDvantage Technologies Group in Q4 2020 and held it in 1 quarter.
IFP Advisors's ADDvantage Technologies Group position peaked at $12K in Q4 2020.
21 funds tracked by Wall St. Rank held ADDvantage Technologies Group as of Q1 2021.

Based on IFP Advisors's 13F filing for Q1 2021, filed 30 Apr 2021.