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Confluence Wealth Services’s American International AIG Stock Holding History

Confluence Wealth Services’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
2022
Q1 		– Sell
-1,713
Closed -$97K – 271
2021
Q4 		$97K Buy
+1,713
New +$97.5K 0.03% 342

Other funds holding AIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Confluence Wealth Services's AIG Position: Q1 2022 in Review

Confluence Wealth Services sold out of American International (AIG) in Q1 2022, closing a stake of 1,713 shares — an estimated $97K sold.

Confluence Wealth Services first reported a position in AIG in Q4 2021 and held it in 1 quarter. The position peaked at $97K in Q4 2021. 895 funds tracked by Wall St. Rank hold AIG as of Q1 2022.

  • Confluence Wealth Services reported no remaining American International position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 1,713 American International shares in Q1 2022, an estimated $97K.
  • Confluence Wealth Services first reported a position in American International in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's American International position peaked at $97K in Q4 2021.
  • 895 funds tracked by Wall St. Rank held American International as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.