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Jeppson Wealth Management’s American International AIG Stock Holding History

Jeppson 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
2020
Q4 		– Sell
-1,000
Closed -$28K – 144
2020
Q3 		$28K Buy
+1,000
New +$29.8K 0.02% 298

Other funds holding AIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jeppson Wealth Management's AIG Position: Q4 2020 in Review

Jeppson Wealth Management sold out of American International (AIG) in Q4 2020, closing a stake of 1,000 shares — an estimated $28K sold.

Jeppson Wealth Management first reported a position in AIG in Q3 2020 and held it in 1 quarter. The position peaked at $28K in Q3 2020. 740 funds tracked by Wall St. Rank hold AIG as of Q4 2020.

  • Jeppson Wealth Management reported no remaining American International position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 1,000 American International shares in Q4 2020, an estimated $28K.
  • Jeppson Wealth Management first reported a position in American International in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's American International position peaked at $28K in Q3 2020.
  • 740 funds tracked by Wall St. Rank held American International as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.