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Independent Solutions Wealth Management’s American International AIG Stock Holding History

Independent Solutions Wealth Management’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
2023
Q1 		– Sell
-3,908
Closed -$247K – 212
2022
Q4 		$247K Buy
+3,908
New +$227K 0.08% 186
2022
Q3 		– Sell
-6,203
Closed -$317K – 209
2022
Q2 		$317K Buy
+6,203
New +$360K 0.1% 156

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Independent Solutions Wealth Management's AIG Position: Q1 2023 in Review

Independent Solutions Wealth Management sold out of American International (AIG) in Q1 2023, closing a stake of 3,908 shares — an estimated $247K sold.

Independent Solutions Wealth Management first reported a position in AIG in Q2 2022 and held it in 2 quarters. The position peaked at $317K in Q2 2022. 895 funds tracked by Wall St. Rank hold AIG as of Q1 2023.

  • Independent Solutions Wealth Management reported no remaining American International position as of Q1 2023 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 3,908 American International shares in Q1 2023, an estimated $247K.
  • Independent Solutions Wealth Management first reported a position in American International in Q2 2022 and held it in 2 quarters.
  • Independent Solutions Wealth Management's American International position peaked at $317K in Q2 2022.
  • 895 funds tracked by Wall St. Rank held American International as of Q1 2023.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2023, filed 19 Dec 2024.