FourThought Financial’s American Assets Trust AAT Stock Holding History

FourThought Financial’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 Q3	$2K	Hold	65	–	–	﹤0.01%	1291
2022 Q2	$2K	Hold	65	–	–	﹤0.01%	1294
2022 Q1	$2K	Hold	65	–	–	﹤0.01%	1322
2021 Q4	$2K	Sell	65 -58	-47%	-$2.18K	﹤0.01%	1352
2021 Q3	$4K	Hold	123	–	–	﹤0.01%	1243
2021 Q2	$4K	Hold	123	–	–	﹤0.01%	1238
2021 Q1	$3K	Hold	123	–	–	﹤0.01%	1229
2020 Q4	$3K	Buy	+123	New	+$3.27K	﹤0.01%	1205

Other funds holding AAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FourThought Financial's AAT Position: Q3 2022 in Review

FourThought Financial held its American Assets Trust (AAT) position steady in Q3 2022 at 65 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1291.

FourThought Financial first reported a position in AAT in Q4 2020 and has held it in 8 quarters since. The position peaked at $4K in Q3 2021. 186 funds tracked by Wall St. Rank hold AAT as of Q3 2022.

FourThought Financial held 65 shares of American Assets Trust worth $2K as of Q3 2022.
FourThought Financial left its American Assets Trust share count unchanged in Q3 2022.
American Assets Trust made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #1291 holding.
FourThought Financial first reported a position in American Assets Trust in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's American Assets Trust position peaked at $4K in Q3 2021.
186 funds tracked by Wall St. Rank held American Assets Trust as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.