Corient Private Wealth
AIM

Corient Private Wealth’s AIM ImmunoTech AIM Stock Holding History

Corient Private Wealth’s Portfolio AIM Stock Details AIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-10,011
Closed -$86.5K – 2711
2025
Q2 		$86.5K Buy
+10,011
New +$98.8K ﹤0.01% 2349
2025
Q1 		– Sell
-101
Closed -$2K – 2492
2024
Q4 		$2K Buy
101
+1
+1% +$23 ﹤0.01% 2337
2024
Q3 		$2.7K Buy
+100
New +$3.33K ﹤0.01% 2450

Other funds holding AIM

DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return
SM
Sabby Management Miami Beach, Florida $45.1M AUM 74.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CB
Community Bank Dewitt, New York $840M AUM 22.23% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Corient Private Wealth's AIM Position: Q3 2025 in Review

Corient Private Wealth sold out of AIM ImmunoTech (AIM) in Q3 2025, closing a stake of 10,011 shares — an estimated $86.5K sold.

Corient Private Wealth first reported a position in AIM in Q3 2024 and held it in 3 quarters. The position peaked at $86.5K in Q2 2025. 15 funds tracked by Wall St. Rank hold AIM as of Q3 2025.

  • Corient Private Wealth reported no remaining AIM ImmunoTech position as of Q3 2025 after selling out during the quarter.
  • Corient Private Wealth sold 10,011 AIM ImmunoTech shares in Q3 2025, an estimated $86.5K.
  • Corient Private Wealth first reported a position in AIM ImmunoTech in Q3 2024 and held it in 3 quarters.
  • Corient Private Wealth's AIM ImmunoTech position peaked at $86.5K in Q2 2025.
  • 15 funds tracked by Wall St. Rank held AIM ImmunoTech as of Q3 2025.

Based on Corient Private Wealth's 13F filing for Q3 2025, filed 14 Nov 2025.