OneDigital Investment Advisors’s ADDvantage Technologies Group AEY Stock Holding History

OneDigital Investment 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
2023 Q2	–	Sell	-9,195	Closed	-$102K	–	1059
2023 Q1	$102K	Buy	+9,195	New	+$130K	﹤0.01%	937
2020 Q2	–	Sell	-1,000	Closed	-$22K	–	667
2020 Q1	$22K	Hold	1,000	–	–	﹤0.01%	537
2019 Q4	$25K	Hold	1,000	–	–	﹤0.01%	573
2019 Q3	$20K	Sell	1,000 -1,000	-50%	-$18.1K	﹤0.01%	535
2019 Q2	$32K	Buy	2,000 +1,000	+100%	+$13.8K	﹤0.01%	671
2019 Q1	$14K	Hold	1,000	–	–	﹤0.01%	817
2018 Q4	$14K	Hold	1,000	–	–	﹤0.01%	787
2018 Q3	$14K	Hold	1,000	–	–	﹤0.01%	769
2018 Q2	$13K	Buy	1,000 +700	+233%	+$9.05K	﹤0.01%	975
2018 Q1	$4K	Hold	300	–	–	﹤0.01%	1204
2017 Q4	$4K	Hold	300	–	–	﹤0.01%	1125
2017 Q3	$4K	Hold	300	–	–	﹤0.01%	931
2017 Q2	$5K	Buy	+300	New	+$5.17K	﹤0.01%	1067

Other funds holding AEY

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

CSC

Caldwell Sutter Capital Sausalito, California $265M AUM 30.15% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

OneDigital Investment Advisors's AEY Position: Q2 2023 in Review

OneDigital Investment Advisors sold out of ADDvantage Technologies Group (AEY) in Q2 2023, closing a stake of 9,195 shares — an estimated $102K sold.

OneDigital Investment Advisors first reported a position in AEY in Q2 2017 and held it in 13 quarters. The position peaked at $102K in Q1 2023. 18 funds tracked by Wall St. Rank hold AEY as of Q2 2023.

OneDigital Investment Advisors reported no remaining ADDvantage Technologies Group position as of Q2 2023 after selling out during the quarter.
OneDigital Investment Advisors sold 9,195 ADDvantage Technologies Group shares in Q2 2023, an estimated $102K.
OneDigital Investment Advisors first reported a position in ADDvantage Technologies Group in Q2 2017 and held it in 13 quarters.
OneDigital Investment Advisors's ADDvantage Technologies Group position peaked at $102K in Q1 2023.
18 funds tracked by Wall St. Rank held ADDvantage Technologies Group as of Q2 2023.

Based on OneDigital Investment Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.