HWA
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Heritage Wealth Advisors’s American International AIG Stock Holding History

Heritage Wealth Advisors’s Portfolio AIG Stock Details AIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-65
Closed -$4.73K – 579
2024
Q4 		$4.73K Buy
+65
New +$4.89K ﹤0.01% 497
2020
Q1 		– Sell
-1,914
Closed -$98.2K – 446
2019
Q4 		$98.2K Buy
1,914
+169
+10% +$8.96K 0.01% 233
2019
Q3 		$97K Buy
+1,745
New +$96.4K 0.01% 213
2019
Q2 		– Sell
-171
Closed -$7.36K – 448
2019
Q1 		$7.36K Hold
171
– – ﹤0.01% 375
2018
Q4 		$6K Hold
171
– – ﹤0.01% 331
2018
Q3 		$9K Buy
+171
New +$9.18K ﹤0.01% 305

Other funds holding AIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return