IAG Wealth Partners’s AIM ImmunoTech AIM Stock Holding History

IAG Wealth Partners’s Portfolio AIM Stock Details AIM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-5	Closed	-$218	–	475
2023 Q3	$218	Buy	+5	New	+$308	﹤0.01%	438

Other funds holding AIM

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

IAG Wealth Partners's AIM Position: Q4 2023 in Review

IAG Wealth Partners sold out of AIM ImmunoTech (AIM) in Q4 2023, closing a stake of 5 shares — an estimated $218 sold.

IAG Wealth Partners first reported a position in AIM in Q3 2023 and held it in 1 quarter. The position peaked at $218 in Q3 2023. 33 funds tracked by Wall St. Rank hold AIM as of Q4 2023.

IAG Wealth Partners reported no remaining AIM ImmunoTech position as of Q4 2023 after selling out during the quarter.
IAG Wealth Partners sold 5 AIM ImmunoTech shares in Q4 2023, an estimated $218.
IAG Wealth Partners first reported a position in AIM ImmunoTech in Q3 2023 and held it in 1 quarter.
IAG Wealth Partners's AIM ImmunoTech position peaked at $218 in Q3 2023.
33 funds tracked by Wall St. Rank held AIM ImmunoTech as of Q4 2023.

Based on IAG Wealth Partners's 13F filing for Q4 2023, filed 2 Feb 2024.