Heritage Wealth Management (Arizona)’s American International AIG Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$124K	Buy	1,956 +940	+93%	+$54.7K	0.02%	389
2022 Q3	$48K	Sell	1,016 -335	-25%	-$17.6K	0.02%	406
2022 Q2	$69.1K	Hold	1,351	–	–	0.02%	373
2022 Q1	$85K	Buy	+1,351	New	+$81.2K	0.02%	391
2021 Q3	$101K	Sell	1,831 -556	-23%	-$28.6K	0.04%	337
2021 Q2	$114K	Sell	2,387 -3,594	-60%	-$178K	0.04%	315
2021 Q1	$276K	Buy	+5,981	New	+$258K	0.16%	112

Other funds holding AIG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s AIG Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its American International (AIG) stake by 93% in Q4 2022, buying an estimated $54.7K and bringing the position to 1,956 shares worth $124K. The position accounts for 0.02% of the portfolio, ranked #389.

Heritage Wealth Management (Arizona) first reported a position in AIG in Q1 2021 and has held it in 7 quarters since. The position peaked at $276K in Q1 2021. 932 funds tracked by Wall St. Rank hold AIG as of Q4 2022.

Heritage Wealth Management (Arizona) held 1,956 shares of American International worth $124K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 940 American International shares in Q4 2022, an estimated $54.7K.
American International made up 0.02% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #389 holding.
Heritage Wealth Management (Arizona) first reported a position in American International in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s American International position peaked at $276K in Q1 2021.
932 funds tracked by Wall St. Rank held American International as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.