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Panoramic Investment Advisors’s Aethlon Medical AEMD Stock Holding History

Panoramic Investment Advisors’s Portfolio AEMD Stock Details AEMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-44
Closed -$7.9K – 104
2023
Q3 		$7.9K Buy
+44
New +$11.3K 0.01% 99
2022
Q4 		$9.64K Buy
+44
New +$16K 0.01% 94

Other funds holding AEMD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.82B AUM 15.4% 1-Year Est. Return

Panoramic Investment Advisors's AEMD Position: Q4 2023 in Review

Panoramic Investment Advisors sold out of Aethlon Medical (AEMD) in Q4 2023, closing a stake of 44 shares — an estimated $7.9K sold.

Panoramic Investment Advisors first reported a position in AEMD in Q4 2022 and held it in 2 quarters. The position peaked at $9.64K in Q4 2022. 10 funds tracked by Wall St. Rank hold AEMD as of Q4 2023.

  • Panoramic Investment Advisors reported no remaining Aethlon Medical position as of Q4 2023 after selling out during the quarter.
  • Panoramic Investment Advisors sold 44 Aethlon Medical shares in Q4 2023, an estimated $7.9K.
  • Panoramic Investment Advisors first reported a position in Aethlon Medical in Q4 2022 and held it in 2 quarters.
  • Panoramic Investment Advisors's Aethlon Medical position peaked at $9.64K in Q4 2022.
  • 10 funds tracked by Wall St. Rank held Aethlon Medical as of Q4 2023.

Based on Panoramic Investment Advisors's 13F filing for Q4 2023, filed 23 Jan 2024.