BAAM
AAT

Baker Avenue Asset Management’s American Assets Trust AAT Stock Holding History

Baker Avenue Asset Management’s Portfolio AAT Stock Details AAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-15
Closed -$398 – 1612
2022
Q4 		$398 Buy
+15
New +$406 ﹤0.01% 1439

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AAI
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State Street
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AAIM
American Assets Investment Management San Diego, California $1.47B AUM 43% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Baker Avenue Asset Management's AAT Position: Q1 2023 in Review

Baker Avenue Asset Management sold out of American Assets Trust (AAT) in Q1 2023, closing a stake of 15 shares — an estimated $398 sold.

Baker Avenue Asset Management first reported a position in AAT in Q4 2022 and held it in 1 quarter. The position peaked at $398 in Q4 2022. 193 funds tracked by Wall St. Rank hold AAT as of Q1 2023.

  • Baker Avenue Asset Management reported no remaining American Assets Trust position as of Q1 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 15 American Assets Trust shares in Q1 2023, an estimated $398.
  • Baker Avenue Asset Management first reported a position in American Assets Trust in Q4 2022 and held it in 1 quarter.
  • Baker Avenue Asset Management's American Assets Trust position peaked at $398 in Q4 2022.
  • 193 funds tracked by Wall St. Rank held American Assets Trust as of Q1 2023.

Based on Baker Avenue Asset Management's 13F filing for Q1 2023, filed 16 May 2023.