IAA
AAME icon

Independent Advisor Alliance’s Atlantic American Corp AAME Stock Holding History

Independent Advisor Alliance’s Portfolio AAME Stock Details AAME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-13,237
Closed -$22.4K – 705
2024
Q2 		$22.4K Buy
13,237
+136
+1% +$256 ﹤0.01% 693
2024
Q1 		$36.7K Hold
13,101
– – ﹤0.01% 689
2023
Q4 		$32.1K Buy
+13,101
New +$24.7K ﹤0.01% 667

Other funds holding AAME

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
BS
Biglari Sardar $50.9M AUM 11.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.75B AUM 18.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return

Independent Advisor Alliance's AAME Position: Q3 2024 in Review

Independent Advisor Alliance sold out of Atlantic American Corp (AAME) in Q3 2024, closing a stake of 13,237 shares — an estimated $22.4K sold.

Independent Advisor Alliance first reported a position in AAME in Q4 2023 and held it in 3 quarters. The position peaked at $36.7K in Q1 2024. 18 funds tracked by Wall St. Rank hold AAME as of Q3 2024.

  • Independent Advisor Alliance reported no remaining Atlantic American Corp position as of Q3 2024 after selling out during the quarter.
  • Independent Advisor Alliance sold 13,237 Atlantic American Corp shares in Q3 2024, an estimated $22.4K.
  • Independent Advisor Alliance first reported a position in Atlantic American Corp in Q4 2023 and held it in 3 quarters.
  • Independent Advisor Alliance's Atlantic American Corp position peaked at $36.7K in Q1 2024.
  • 18 funds tracked by Wall St. Rank held Atlantic American Corp as of Q3 2024.

Based on Independent Advisor Alliance's 13F filing for Q3 2024, filed 13 Nov 2024.