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Copia Wealth Management’s American International AIG Stock Holding History

Copia 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
2025
Q2 		– Sell
-75
Closed -$6.52K – 467
2025
Q1 		$6.52K Buy
+75
New +$5.83K 0.01% 318

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Copia Wealth Management's AIG Position: Q2 2025 in Review

Copia Wealth Management sold out of American International (AIG) in Q2 2025, closing a stake of 75 shares — an estimated $6.52K sold.

Copia Wealth Management first reported a position in AIG in Q1 2025 and held it in 1 quarter. The position peaked at $6.52K in Q1 2025. 1,101 funds tracked by Wall St. Rank hold AIG as of Q2 2025.

  • Copia Wealth Management reported no remaining American International position as of Q2 2025 after selling out during the quarter.
  • Copia Wealth Management sold 75 American International shares in Q2 2025, an estimated $6.52K.
  • Copia Wealth Management first reported a position in American International in Q1 2025 and held it in 1 quarter.
  • Copia Wealth Management's American International position peaked at $6.52K in Q1 2025.
  • 1,101 funds tracked by Wall St. Rank held American International as of Q2 2025.

Based on Copia Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.