AWA
AIM

Arkadios Wealth Advisors’s AIM ImmunoTech AIM Stock Holding History

Arkadios Wealth Advisors’s Portfolio AIM Stock Details AIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-216
Closed -$43K – 1981
2021
Q3 		$43K Buy
+216
New +$43.6K 0.01% 934
2021
Q1 		– Sell
-200
Closed -$35K – 1805
2020
Q4 		$35K Hold
200
– – 0.01% 630
2020
Q3 		$45.4K Buy
+200
New +$50K 0.02% 438

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BlackRock
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
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
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Arkadios Wealth Advisors's AIM Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of AIM ImmunoTech (AIM) in Q4 2021, closing a stake of 216 shares — an estimated $43K sold.

Arkadios Wealth Advisors first reported a position in AIM in Q3 2020 and held it in 3 quarters. The position peaked at $45.4K in Q3 2020. 41 funds tracked by Wall St. Rank hold AIM as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining AIM ImmunoTech position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 216 AIM ImmunoTech shares in Q4 2021, an estimated $43K.
  • Arkadios Wealth Advisors first reported a position in AIM ImmunoTech in Q3 2020 and held it in 3 quarters.
  • Arkadios Wealth Advisors's AIM ImmunoTech position peaked at $45.4K in Q3 2020.
  • 41 funds tracked by Wall St. Rank held AIM ImmunoTech as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.