Institute for Wealth Management’s American Eagle Outfitters AEO Stock Holding History

Institute for Wealth Management’s Portfolio AEO Stock Details AEO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-10,612	Closed	-$148K	–	449
2022 Q4	$148K	Buy	+10,612	New	+$136K	0.03%	436
2022 Q3	–	Sell	-10,375	Closed	-$116K	–	454
2022 Q2	$116K	Hold	10,375	–	–	0.02%	512
2022 Q1	$174K	Sell	10,375 -911	-8%	-$19.3K	0.03%	522
2021 Q4	$286K	Sell	11,286 -696	-6%	-$17.7K	0.05%	388
2021 Q3	$309K	Buy	+11,982	New	+$381K	0.05%	368
2019 Q3	–	Sell	-24,793	Closed	-$419K	–	423
2019 Q2	$419K	Buy	24,793 +15,329	+162%	+$310K	0.09%	288
2019 Q1	$210K	Sell	9,464 -25,225	-73%	-$518K	0.05%	406
2018 Q4	$664K	Buy	34,689 +1,412	+4%	+$29.4K	0.27%	114
2018 Q3	$820K	Sell	33,277 -3,223	-9%	-$81.6K	0.28%	119
2018 Q2	$844K	Buy	+36,500	New	+$810K	0.27%	123

Other funds holding AEO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Institute for Wealth Management's AEO Position: Q1 2023 in Review

Institute for Wealth Management sold out of American Eagle Outfitters (AEO) in Q1 2023, closing a stake of 10,612 shares — an estimated $148K sold.

Institute for Wealth Management first reported a position in AEO in Q2 2018 and held it in 10 quarters. The position peaked at $844K in Q2 2018. 291 funds tracked by Wall St. Rank hold AEO as of Q1 2023.

Institute for Wealth Management reported no remaining American Eagle Outfitters position as of Q1 2023 after selling out during the quarter.
Institute for Wealth Management sold 10,612 American Eagle Outfitters shares in Q1 2023, an estimated $148K.
Institute for Wealth Management first reported a position in American Eagle Outfitters in Q2 2018 and held it in 10 quarters.
Institute for Wealth Management's American Eagle Outfitters position peaked at $844K in Q2 2018.
291 funds tracked by Wall St. Rank held American Eagle Outfitters as of Q1 2023.

Based on Institute for Wealth Management's 13F filing for Q1 2023, filed 20 Apr 2023.