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IBEX Wealth Advisors’s American International AIG Stock Holding History

IBEX 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
2024
Q4 		– Sell
-47,927
Closed -$4.92M – 206
2024
Q3 		$4.92M Buy
47,927
+11,159
+30% +$832K 1.35% 27
2024
Q2 		$2.73M Buy
36,768
+2,862
+8% +$219K 0.43% 66
2024
Q1 		$2.14M Buy
33,906
+5,906
+21% +$421K 0.58% 54
2023
Q4 		$1.9M Buy
28,000
+24,491
+698% +$1.56M 0.41% 63
2023
Q3 		$213K Buy
+3,509
New +$210K 0.05% 107
2023
Q1 		– Sell
-33,906
Closed -$2.14M – 104
2022
Q4 		$2.14M Buy
33,906
+28,633
+543% +$1.67M 0.48% 64
2022
Q3 		$250K Sell
5,273
-201
-4% -$10.6K 0.07% 130
2022
Q2 		$280K Buy
+5,474
New +$318K 0.06% 131
2022
Q1 		– Sell
-38,983
Closed -$2.22M – 173
2021
Q4 		$2.22M Buy
38,983
+480
+1% +$27.3K 0.39% 85
2021
Q3 		$2.11M Buy
38,503
+6,597
+21% +$340K 0.41% 82
2021
Q2 		$1.52M Buy
31,906
+1,694
+6% +$83.8K 0.3% 97
2021
Q1 		$1.4M Buy
+30,212
New +$1.31M 0.34% 88
2019
Q3 		– Sell
-157
Closed -$8K – 101
2019
Q2 		$8K Buy
+157
New +$7.82K ﹤0.01% 331
2017
Q1 		– Sell
-156
Closed -$10K – 86
2016
Q4 		$10K Buy
+156
New +$9.8K ﹤0.01% 280

Other funds holding AIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

IBEX Wealth Advisors's AIG Position: Q4 2024 in Review

IBEX Wealth Advisors sold out of American International (AIG) in Q4 2024, closing a stake of 47,927 shares — an estimated $4.92M sold.

IBEX Wealth Advisors first reported a position in AIG in Q4 2016 and held it in 14 quarters. The position peaked at $4.92M in Q3 2024. 1,064 funds tracked by Wall St. Rank hold AIG as of Q4 2024.

  • IBEX Wealth Advisors reported no remaining American International position as of Q4 2024 after selling out during the quarter.
  • IBEX Wealth Advisors sold 47,927 American International shares in Q4 2024, an estimated $4.92M.
  • IBEX Wealth Advisors first reported a position in American International in Q4 2016 and held it in 14 quarters.
  • IBEX Wealth Advisors's American International position peaked at $4.92M in Q3 2024.
  • 1,064 funds tracked by Wall St. Rank held American International as of Q4 2024.

Based on IBEX Wealth Advisors's 13F filing for Q4 2024, filed 23 Jan 2025.