Creative Planning’s Acadian Asset Management Inc. AAMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $817K | Buy |
23,185
+1,237
| +6% | +$43.6K | ﹤0.01% | 2023 |
|
|
2025
Q1 | $568K | Buy |
21,948
+1,831
| +9% | +$47.4K | ﹤0.01% | 2168 |
|
|
2024
Q4 | $530K | Buy |
20,117
+264
| +1% | +$6.95K | ﹤0.01% | 2159 |
|
|
2024
Q3 | $504K | Buy |
19,853
+2,300
| +13% | +$58.4K | ﹤0.01% | 2106 |
|
|
2024
Q2 | $389K | Buy |
17,553
+1,235
| +8% | +$27.4K | ﹤0.01% | 2143 |
|
|
2024
Q1 | $373K | Buy |
16,318
+3,894
| +31% | +$88.9K | ﹤0.01% | 2062 |
|
|
2023
Q4 | $238K | Buy |
+12,424
| New | +$238K | ﹤0.01% | 2272 |
|
|
2017
Q2 | – | Sell |
-295
| Closed | -$4K | – | 4688 |
|
|
2017
Q1 | $4K | Buy |
+295
| New | +$4K | ﹤0.01% | 4017 |
|