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Baystate Wealth Management’s American International AIG Stock Holding History

Baystate Wealth Management’s Portfolio AIG Stock Details AIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$12.5K Buy
184
+6
+3% +$382 ﹤0.01% 677
2023
Q3 		$10.8K Buy
178
+1
+0.6% +$60 ﹤0.01% 569
2023
Q2 		$10.2K Buy
177
+2
+1% +$107 ﹤0.01% 569
2023
Q1 		$8.86K Buy
175
+1
+0.6% +$58 ﹤0.01% 584
2022
Q4 		$11K Buy
174
+1
+0.6% +$58 ﹤0.01% 547
2022
Q3 		$8K Buy
173
+1
+0.6% +$53 ﹤0.01% 570
2022
Q2 		$9K Buy
172
+1
+0.6% +$58 ﹤0.01% 571
2022
Q1 		$11K Sell
171
-6
-3% -$361 ﹤0.01% 553
2021
Q4 		$10K Buy
177
+8
+5% +$456 ﹤0.01% 567
2021
Q3 		$9K Buy
+169
New +$8.71K ﹤0.01% 531
2020
Q3 		– Sell
-804
Closed -$25K – 632
2020
Q2 		$25K Buy
804
+8
+1% +$225 ﹤0.01% 282
2020
Q1 		$19K Buy
796
+10
+1% +$429 ﹤0.01% 284
2019
Q4 		$40K Buy
786
+4
+0.5% +$212 ﹤0.01% 251
2019
Q3 		$44K Buy
782
+5
+0.6% +$276 0.01% 214
2019
Q2 		$42K Buy
777
+5
+0.6% +$249 0.01% 233
2019
Q1 		$35K Buy
772
+6
+0.8% +$257 ﹤0.01% 250
2018
Q4 		$34K Buy
766
+6
+0.8% +$262 0.01% 248
2018
Q3 		$40K Sell
760
-573
-43% -$30.8K 0.01% 229
2018
Q2 		$73K Buy
1,333
+8
+0.6% +$433 0.01% 154
2018
Q1 		$73K Hold
1,325
– – 0.01% 157
2017
Q4 		$81K Sell
1,325
-15
-1% -$921 0.01% 151
2017
Q3 		$83K Hold
1,340
– – 0.01% 138
2017
Q2 		$86K Sell
1,340
-12
-0.9% -$746 0.02% 127
2017
Q1 		$81K Hold
1,352
– – 0.02% 129
2016
Q4 		$89K Buy
+1,352
New +$84.9K 0.02% 112
2013
Q3 		– Sell
-1,337
Closed -$60K – 34
2013
Q2 		$60K Buy
+1,337
New +$57.4K 0.03% 89

Other funds holding AIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baystate Wealth Management's AIG Position: Q4 2023 in Review

Baystate Wealth Management increased its American International (AIG) stake by 3.4% in Q4 2023, buying an estimated $382 and bringing the position to 184 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #677.

Baystate Wealth Management first reported a position in AIG in Q2 2013 and has held it in 26 quarters since. The position peaked at $89K in Q4 2016. 975 funds tracked by Wall St. Rank hold AIG as of Q4 2023.

  • Baystate Wealth Management held 184 shares of American International worth $12.5K as of Q4 2023.
  • Baystate Wealth Management bought 6 American International shares in Q4 2023, an estimated $382.
  • American International made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #677 holding.
  • Baystate Wealth Management first reported a position in American International in Q2 2013 and has held it in 26 quarters since.
  • Baystate Wealth Management's American International position peaked at $89K in Q4 2016.
  • 975 funds tracked by Wall St. Rank held American International as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.