Allworth Financial’s Acadian Asset Management Inc. AAMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.27K | Hold |
121
| – | – | ﹤0.01% | 3340 |
|
|
2025
Q1 | $3.26K | Sell |
121
-8
| -6% | -$216 | ﹤0.01% | 2996 |
|
|
2024
Q4 | $3.28K | Buy |
129
+8
| +7% | +$203 | ﹤0.01% | 2947 |
|
|
2024
Q3 | $3.07K | Buy |
121
+56
| +86% | +$1.42K | ﹤0.01% | 2772 |
|
|
2024
Q2 | $1.61K | Buy |
65
+14
| +27% | +$347 | ﹤0.01% | 3014 |
|
|
2024
Q1 | $1.17K | Hold |
51
| – | – | ﹤0.01% | 3033 |
|
|
2023
Q4 | $978 | Sell |
51
-78
| -60% | -$1.5K | ﹤0.01% | 2952 |
|
|
2023
Q3 | $2.5K | Hold |
129
| – | – | ﹤0.01% | 2431 |
|
|
2023
Q2 | $2.7K | Hold |
129
| – | – | ﹤0.01% | 2363 |
|
|
2023
Q1 | $3.04K | Buy |
129
+100
| +345% | +$2.36K | ﹤0.01% | 2234 |
|
|
2022
Q4 | $597 | Buy |
+29
| New | +$597 | ﹤0.01% | 2589 |
|
|
2022
Q3 | – | Sell |
-11
| Closed | – | – | 3167 |
|
|
2022
Q2 | $0 | Buy |
+11
| New | – | ﹤0.01% | 2886 |
|