FWM
AIM

ForthRight Wealth Management’s AIM ImmunoTech AIM Stock Holding History

ForthRight Wealth Management’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
2024
Q3 		– Sell
-200
Closed -$7.45K – 67
2024
Q2 		$7.45K Hold
200
– – ﹤0.01% 64
2024
Q1 		$9.42K Hold
200
– – ﹤0.01% 66
2023
Q4 		$8.8K Hold
200
– – ﹤0.01% 59
2023
Q3 		$9.1K Hold
200
– – ﹤0.01% 56
2023
Q2 		$13.4K Hold
200
– – 0.01% 57
2023
Q1 		$8.6K Hold
200
– – ﹤0.01% 57
2022
Q4 		$6.24K Hold
200
– – ﹤0.01% 51
2022
Q3 		$12K Hold
200
– – 0.01% 47
2022
Q2 		$16K Buy
+200
New +$19.2K 0.01% 44

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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ForthRight Wealth Management's AIM Position: Q3 2024 in Review

ForthRight Wealth Management sold out of AIM ImmunoTech (AIM) in Q3 2024, closing a stake of 200 shares — an estimated $7.45K sold.

ForthRight Wealth Management first reported a position in AIM in Q2 2022 and held it in 9 quarters. The position peaked at $16K in Q2 2022. 30 funds tracked by Wall St. Rank hold AIM as of Q3 2024.

  • ForthRight Wealth Management reported no remaining AIM ImmunoTech position as of Q3 2024 after selling out during the quarter.
  • ForthRight Wealth Management sold 200 AIM ImmunoTech shares in Q3 2024, an estimated $7.45K.
  • ForthRight Wealth Management first reported a position in AIM ImmunoTech in Q2 2022 and held it in 9 quarters.
  • ForthRight Wealth Management's AIM ImmunoTech position peaked at $16K in Q2 2022.
  • 30 funds tracked by Wall St. Rank held AIM ImmunoTech as of Q3 2024.

Based on ForthRight Wealth Management's 13F filing for Q3 2024, filed 28 Oct 2024.