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Sugarloaf Wealth Management’s Applied Optoelectronics AAOI Stock Holding History

Sugarloaf Wealth Management’s Portfolio AAOI Stock Details AAOI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-124
Closed -$1K – 712
2020
Q3 		$1K Hold
124
– – ﹤0.01% 629
2020
Q2 		$1K Hold
124
– – ﹤0.01% 626
2020
Q1 		$1K Hold
124
– – ﹤0.01% 630
2019
Q4 		$1K Buy
+124
New +$1.32K ﹤0.01% 657

Other funds holding AAOI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sugarloaf Wealth Management's AAOI Position: Q4 2020 in Review

Sugarloaf Wealth Management sold out of Applied Optoelectronics (AAOI) in Q4 2020, closing a stake of 124 shares — an estimated $1K sold.

Sugarloaf Wealth Management first reported a position in AAOI in Q4 2019 and held it in 4 quarters. The position peaked at $1K in Q3 2020. 105 funds tracked by Wall St. Rank hold AAOI as of Q4 2020.

  • Sugarloaf Wealth Management reported no remaining Applied Optoelectronics position as of Q4 2020 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 124 Applied Optoelectronics shares in Q4 2020, an estimated $1K.
  • Sugarloaf Wealth Management first reported a position in Applied Optoelectronics in Q4 2019 and held it in 4 quarters.
  • Sugarloaf Wealth Management's Applied Optoelectronics position peaked at $1K in Q3 2020.
  • 105 funds tracked by Wall St. Rank held Applied Optoelectronics as of Q4 2020.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2020, filed 3 Feb 2021.