GWAG
AAT

Garrett Wealth Advisory Group’s American Assets Trust AAT Stock Holding History

Garrett Wealth 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
2019
Q4 		– Sell
-118
Closed -$5.51K – 54
2019
Q3 		$5.51K Buy
+118
New +$5.54K ﹤0.01% 354

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

Garrett Wealth Advisory Group's AAT Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of American Assets Trust (AAT) in Q4 2019, closing a stake of 118 shares — an estimated $5.51K sold.

Garrett Wealth Advisory Group first reported a position in AAT in Q3 2019 and held it in 1 quarter. The position peaked at $5.51K in Q3 2019. 205 funds tracked by Wall St. Rank hold AAT as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining American Assets Trust position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 118 American Assets Trust shares in Q4 2019, an estimated $5.51K.
  • Garrett Wealth Advisory Group first reported a position in American Assets Trust in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's American Assets Trust position peaked at $5.51K in Q3 2019.
  • 205 funds tracked by Wall St. Rank held American Assets Trust as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.