Michael Gelband’s Alset AEI Stock Holding History

Michael Gelband’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
2021 Q3	–	Sell	-1,017	Closed	-$116K	–	2042
2021 Q2	$116K	Buy	+1,017	New	+$143K	﹤0.01%	2119

Other funds holding AEI

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

HCM

Hollencrest Capital Management Newport Beach, California $1.54B AUM 30.1% 1-Year Est. Return

First Bancorp Damariscotta, Maine $253M AUM 28.68% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Michael Gelband's AEI Position: Q3 2021 in Review

Michael Gelband sold out of Alset (AEI) in Q3 2021, closing a stake of 1,017 shares — an estimated $116K sold.

Michael Gelband first reported a position in AEI in Q2 2021 and held it in 1 quarter. The position peaked at $116K in Q2 2021. 17 funds tracked by Wall St. Rank hold AEI as of Q3 2021.

Michael Gelband reported no remaining Alset position as of Q3 2021 after selling out during the quarter.
Michael Gelband sold 1,017 Alset shares in Q3 2021, an estimated $116K.
Michael Gelband first reported a position in Alset in Q2 2021 and held it in 1 quarter.
Michael Gelband's Alset position peaked at $116K in Q2 2021.
17 funds tracked by Wall St. Rank held Alset as of Q3 2021.

Based on ExodusPoint Capital Management's 13F filing for Q3 2021, filed 15 Nov 2021.