Jeppson Wealth Management’s American National Group, Inc. Common Stock ANAT Stock Holding History

Jeppson Wealth Management’s Portfolio ANAT Stock Details ANAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-21,644	Closed	-$4.09M	–	203
2022 Q1	$4.09M	Sell	21,644 -225	-1%	-$42.5K	1.91%	9
2021 Q4	$4.13M	Sell	21,869 -492	-2%	-$93.1K	1.99%	8
2021 Q3	$4.23M	Sell	22,361 -110	-0.5%	-$19.6K	2.2%	6
2021 Q2	$3.34M	Sell	22,471 -100	-0.4%	-$13.4K	1.82%	9
2021 Q1	$2.43M	Sell	22,571 -122	-0.5%	-$11.9K	1.45%	13
2020 Q4	$2.18M	Buy	22,693 +5,903	+35%	+$476K	1.45%	11
2020 Q3	$1.13M	Buy	+16,790	New	+$1.22M	0.89%	22

Other funds holding ANAT

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Jeppson Wealth Management's ANAT Position: Q2 2022 in Review

Jeppson Wealth Management sold out of American National Group, Inc. Common Stock (ANAT) in Q2 2022, closing a stake of 21,644 shares — an estimated $4.09M sold.

Jeppson Wealth Management first reported a position in ANAT in Q3 2020 and held it in 7 quarters. The position peaked at $4.23M in Q3 2021. 3 funds tracked by Wall St. Rank hold ANAT as of Q2 2022.

Jeppson Wealth Management reported no remaining American National Group, Inc. Common Stock position as of Q2 2022 after selling out during the quarter.
Jeppson Wealth Management sold 21,644 American National Group, Inc. Common Stock shares in Q2 2022, an estimated $4.09M.
Jeppson Wealth Management first reported a position in American National Group, Inc. Common Stock in Q3 2020 and held it in 7 quarters.
Jeppson Wealth Management's American National Group, Inc. Common Stock position peaked at $4.23M in Q3 2021.
3 funds tracked by Wall St. Rank held American National Group, Inc. Common Stock as of Q2 2022.

Based on Jeppson Wealth Management's 13F filing for Q2 2022, filed 3 Aug 2022.