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SOA Wealth Advisors’s American Eagle Outfitters AEO Stock Holding History

SOA Wealth Advisors’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
-213
Closed -$2.97K – 970
2022
Q4 		$2.97K Hold
213
– – ﹤0.01% 688
2022
Q3 		$2K Hold
213
– – ﹤0.01% 690
2022
Q2 		$2K Hold
213
– – ﹤0.01% 678
2022
Q1 		$3K Hold
213
– – ﹤0.01% 739
2021
Q4 		$5K Hold
213
– – ﹤0.01% 649
2021
Q3 		$5K Hold
213
– – ﹤0.01% 677
2021
Q2 		$7K Hold
213
– – ﹤0.01% 621
2021
Q1 		$6K Hold
213
– – ﹤0.01% 588
2020
Q4 		$5K Buy
+213
New +$3.58K ﹤0.01% 601

Other funds holding AEO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

SOA Wealth Advisors's AEO Position: Q1 2023 in Review

SOA Wealth Advisors sold out of American Eagle Outfitters (AEO) in Q1 2023, closing a stake of 213 shares — an estimated $2.97K sold.

SOA Wealth Advisors first reported a position in AEO in Q4 2020 and held it in 9 quarters. The position peaked at $7K in Q2 2021. 291 funds tracked by Wall St. Rank hold AEO as of Q1 2023.

  • SOA Wealth Advisors reported no remaining American Eagle Outfitters position as of Q1 2023 after selling out during the quarter.
  • SOA Wealth Advisors sold 213 American Eagle Outfitters shares in Q1 2023, an estimated $2.97K.
  • SOA Wealth Advisors first reported a position in American Eagle Outfitters in Q4 2020 and held it in 9 quarters.
  • SOA Wealth Advisors's American Eagle Outfitters position peaked at $7K in Q2 2021.
  • 291 funds tracked by Wall St. Rank held American Eagle Outfitters as of Q1 2023.

Based on SOA Wealth Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.