FGAM
AAT

Financial Gravity Asset Management’s American Assets Trust AAT Stock Holding History

Financial Gravity Asset 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
2019
Q4 		– Sell
-82
Closed -$4K – 1362
2019
Q3 		$4K Sell
82
-10
-11% -$469 ﹤0.01% 720
2019
Q2 		$4K Buy
92
+4
+5% +$184 ﹤0.01% 711
2019
Q1 		$4K Buy
+88
New +$3.81K ﹤0.01% 719

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAIM
American Assets Investment Management San Diego, California $1.47B AUM 43% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.38B AUM 4.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Financial Gravity Asset Management's AAT Position: Q4 2019 in Review

Financial Gravity Asset Management sold out of American Assets Trust (AAT) in Q4 2019, closing a stake of 82 shares — an estimated $4K sold.

Financial Gravity Asset Management first reported a position in AAT in Q1 2019 and held it in 3 quarters. The position peaked at $4K in Q3 2019. 205 funds tracked by Wall St. Rank hold AAT as of Q4 2019.

  • Financial Gravity Asset Management reported no remaining American Assets Trust position as of Q4 2019 after selling out during the quarter.
  • Financial Gravity Asset Management sold 82 American Assets Trust shares in Q4 2019, an estimated $4K.
  • Financial Gravity Asset Management first reported a position in American Assets Trust in Q1 2019 and held it in 3 quarters.
  • Financial Gravity Asset Management's American Assets Trust position peaked at $4K in Q3 2019.
  • 205 funds tracked by Wall St. Rank held American Assets Trust as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.