SPIA
AEY

Steward Partners Investment Advisory’s ADDvantage Technologies Group AEY Stock Holding History

Steward Partners Investment Advisory’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
Q4 		– Sell
-50
Closed -$1K – 3024
2020
Q3 		$1K Hold
50
– – ﹤0.01% 2705
2020
Q2 		$2K Buy
+50
New +$1.21K ﹤0.01% 2515

Other funds holding AEY

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Steward Partners Investment Advisory's AEY Position: Q4 2020 in Review

Steward Partners Investment Advisory sold out of ADDvantage Technologies Group (AEY) in Q4 2020, closing a stake of 50 shares — an estimated $1K sold.

Steward Partners Investment Advisory first reported a position in AEY in Q2 2020 and held it in 2 quarters. The position peaked at $2K in Q2 2020. 21 funds tracked by Wall St. Rank hold AEY as of Q4 2020.

  • Steward Partners Investment Advisory reported no remaining ADDvantage Technologies Group position as of Q4 2020 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 50 ADDvantage Technologies Group shares in Q4 2020, an estimated $1K.
  • Steward Partners Investment Advisory first reported a position in ADDvantage Technologies Group in Q2 2020 and held it in 2 quarters.
  • Steward Partners Investment Advisory's ADDvantage Technologies Group position peaked at $2K in Q2 2020.
  • 21 funds tracked by Wall St. Rank held ADDvantage Technologies Group as of Q4 2020.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2020, filed 11 Feb 2021.