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Compass Planning Associates’s American International AIG Stock Holding History

Compass Planning Associates’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
2025
Q3 		– Sell
-35
Closed -$2.96K – 35
2025
Q2 		$2.96K Hold
35
– – ﹤0.01% 120
2025
Q1 		$3.01K Hold
35
– – ﹤0.01% 125
2024
Q4 		$2.52K Buy
+35
New +$2.63K ﹤0.01% 130

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Compass Planning Associates's AIG Position: Q3 2025 in Review

Compass Planning Associates sold out of American International (AIG) in Q3 2025, closing a stake of 35 shares — an estimated $2.96K sold.

Compass Planning Associates first reported a position in AIG in Q4 2024 and held it in 3 quarters. The position peaked at $3.01K in Q1 2025. 1,080 funds tracked by Wall St. Rank hold AIG as of Q3 2025.

  • Compass Planning Associates reported no remaining American International position as of Q3 2025 after selling out during the quarter.
  • Compass Planning Associates sold 35 American International shares in Q3 2025, an estimated $2.96K.
  • Compass Planning Associates first reported a position in American International in Q4 2024 and held it in 3 quarters.
  • Compass Planning Associates's American International position peaked at $3.01K in Q1 2025.
  • 1,080 funds tracked by Wall St. Rank held American International as of Q3 2025.

Based on Compass Planning Associates's 13F filing for Q3 2025, filed 22 Oct 2025.