CIM
AAT

Contravisory Investment Management’s American Assets Trust AAT Stock Holding History

Contravisory Investment 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
2022
Q3 		– Sell
-137
Closed -$4K – 316
2022
Q2 		$4K Hold
137
– – ﹤0.01% 296
2022
Q1 		$5K Buy
+137
New +$5.02K ﹤0.01% 277

Other funds holding AAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AAI
American Assets Inc San Diego, California $298M AUM 2.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AAIM
American Assets Investment Management San Diego, California $1.47B AUM 43% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Contravisory Investment Management's AAT Position: Q3 2022 in Review

Contravisory Investment Management sold out of American Assets Trust (AAT) in Q3 2022, closing a stake of 137 shares — an estimated $4K sold.

Contravisory Investment Management first reported a position in AAT in Q1 2022 and held it in 2 quarters. The position peaked at $5K in Q1 2022. 186 funds tracked by Wall St. Rank hold AAT as of Q3 2022.

  • Contravisory Investment Management reported no remaining American Assets Trust position as of Q3 2022 after selling out during the quarter.
  • Contravisory Investment Management sold 137 American Assets Trust shares in Q3 2022, an estimated $4K.
  • Contravisory Investment Management first reported a position in American Assets Trust in Q1 2022 and held it in 2 quarters.
  • Contravisory Investment Management's American Assets Trust position peaked at $5K in Q1 2022.
  • 186 funds tracked by Wall St. Rank held American Assets Trust as of Q3 2022.

Based on Contravisory Investment Management's 13F filing for Q3 2022, filed 12 Oct 2022.