FAG
AAT

Fortitude Advisory Group’s American Assets Trust AAT Stock Holding History

Fortitude Advisory Group’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
2022
Q2 		– Sell
-278
Closed -$11K – 207
2022
Q1 		$11K Hold
278
– – 0.01% 982
2021
Q4 		$10K Buy
+278
New +$10.4K 0.01% 1022

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AAIM
American Assets Investment Management San Diego, California $1.47B AUM 43% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Fortitude Advisory Group's AAT Position: Q2 2022 in Review

Fortitude Advisory Group sold out of American Assets Trust (AAT) in Q2 2022, closing a stake of 278 shares — an estimated $11K sold.

Fortitude Advisory Group first reported a position in AAT in Q4 2021 and held it in 2 quarters. The position peaked at $11K in Q1 2022. 200 funds tracked by Wall St. Rank hold AAT as of Q2 2022.

  • Fortitude Advisory Group reported no remaining American Assets Trust position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 278 American Assets Trust shares in Q2 2022, an estimated $11K.
  • Fortitude Advisory Group first reported a position in American Assets Trust in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's American Assets Trust position peaked at $11K in Q1 2022.
  • 200 funds tracked by Wall St. Rank held American Assets Trust as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.