BerganKDV Wealth Management’s American International AIG Stock Holding History

BerganKDV 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 Q2	$1.9K	Hold	33	–	–	﹤0.01%	692
2023 Q1	$1.66K	Hold	33	–	–	﹤0.01%	849
2022 Q4	$2.09K	Sell	33 -250	-88%	-$14.5K	﹤0.01%	792
2022 Q3	$13K	Hold	283	–	–	﹤0.01%	532
2022 Q2	$14K	Hold	283	–	–	﹤0.01%	530
2022 Q1	$18K	Hold	283	–	–	﹤0.01%	522
2021 Q4	$16K	Hold	283	–	–	﹤0.01%	573
2021 Q3	$16K	Hold	283	–	–	﹤0.01%	559
2021 Q2	$13K	Hold	283	–	–	﹤0.01%	559
2021 Q1	$13K	Hold	283	–	–	﹤0.01%	538
2020 Q4	$11K	Hold	283	–	–	﹤0.01%	548
2020 Q3	$8K	Sell	283 -29	-9%	-$864	﹤0.01%	521
2020 Q2	$10K	Buy	312 +50	+19%	+$1.4K	﹤0.01%	539
2020 Q1	$6K	Hold	262	–	–	﹤0.01%	544
2019 Q4	$13K	Buy	262 +12	+5%	+$636	﹤0.01%	496
2019 Q3	$14K	Hold	250	–	–	﹤0.01%	469
2019 Q2	$13K	Hold	250	–	–	﹤0.01%	481
2019 Q1	$11K	Hold	250	–	–	﹤0.01%	516
2018 Q4	$10K	Hold	250	–	–	﹤0.01%	473
2018 Q3	$13K	Hold	250	–	–	﹤0.01%	454
2018 Q2	$13K	Buy	+250	New	+$13.5K	﹤0.01%	463

Other funds holding AIG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

BerganKDV Wealth Management's AIG Position: Q2 2023 in Review

BerganKDV Wealth Management held its American International (AIG) position steady in Q2 2023 at 33 shares worth $1.9K. The position accounts for ﹤0.01% of the portfolio, ranked #692.

BerganKDV Wealth Management first reported a position in AIG in Q2 2018 and has held it in 21 quarters since. The position peaked at $18K in Q1 2022. 891 funds tracked by Wall St. Rank hold AIG as of Q2 2023.

BerganKDV Wealth Management held 33 shares of American International worth $1.9K as of Q2 2023.
BerganKDV Wealth Management left its American International share count unchanged in Q2 2023.
American International made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #692 holding.
BerganKDV Wealth Management first reported a position in American International in Q2 2018 and has held it in 21 quarters since.
BerganKDV Wealth Management's American International position peaked at $18K in Q1 2022.
891 funds tracked by Wall St. Rank held American International as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.