Northwestern Mutual Wealth Management
AEY

Northwestern Mutual Wealth Management’s ADDvantage Technologies Group AEY Stock Holding History

Northwestern Mutual Wealth Management’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
2020
Q2 		– Sell
-176
Closed -$4K – 2748
2020
Q1 		$4K Buy
+176
New +$4.89K ﹤0.01% 2138

Other funds holding AEY

JC
JBF Capital Aspen, Colorado $676M AUM 24.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management's AEY Position: Q2 2020 in Review

Northwestern Mutual Wealth Management sold out of ADDvantage Technologies Group (AEY) in Q2 2020, closing a stake of 176 shares — an estimated $4K sold.

Northwestern Mutual Wealth Management first reported a position in AEY in Q1 2020 and held it in 1 quarter. The position peaked at $4K in Q1 2020. 20 funds tracked by Wall St. Rank hold AEY as of Q2 2020.

  • Northwestern Mutual Wealth Management reported no remaining ADDvantage Technologies Group position as of Q2 2020 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 176 ADDvantage Technologies Group shares in Q2 2020, an estimated $4K.
  • Northwestern Mutual Wealth Management first reported a position in ADDvantage Technologies Group in Q1 2020 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's ADDvantage Technologies Group position peaked at $4K in Q1 2020.
  • 20 funds tracked by Wall St. Rank held ADDvantage Technologies Group as of Q2 2020.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.