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Keudell/Morrison Wealth Management’s American International AIG Stock Holding History

Keudell/Morrison 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
2024
Q3 		– Sell
-2,887
Closed -$214K – 220
2024
Q2 		$214K Sell
2,887
-7
-0.2% -$535 0.06% 191
2024
Q1 		$226K Buy
+2,894
New +$207K 0.07% 187
2023
Q1 		– Sell
-3,821
Closed -$242K – 184
2022
Q4 		$242K Buy
+3,821
New +$222K 0.08% 162
2022
Q2 		– Sell
-3,832
Closed -$241K – 172
2022
Q1 		$241K Buy
3,832
+39
+1% +$2.35K 0.1% 160
2021
Q4 		$216K Sell
3,793
-110
-3% -$6.26K 0.09% 177
2021
Q3 		$214K Buy
+3,903
New +$201K 0.09% 165
2020
Q1 		– Sell
-4,059
Closed -$208K – 137
2019
Q4 		$208K Buy
4,059
+43
+1% +$2.28K 0.14% 143
2019
Q3 		$224K Buy
4,016
+17
+0.4% +$940 0.18% 132
2019
Q2 		$218K Buy
+3,999
New +$199K 0.19% 127

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 $3.38T AUM 44.17% 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

Keudell/Morrison Wealth Management's AIG Position: Q3 2024 in Review

Keudell/Morrison Wealth Management sold out of American International (AIG) in Q3 2024, closing a stake of 2,887 shares — an estimated $214K sold.

Keudell/Morrison Wealth Management first reported a position in AIG in Q2 2019 and held it in 9 quarters. The position peaked at $242K in Q4 2022. 1,035 funds tracked by Wall St. Rank hold AIG as of Q3 2024.

  • Keudell/Morrison Wealth Management reported no remaining American International position as of Q3 2024 after selling out during the quarter.
  • Keudell/Morrison Wealth Management sold 2,887 American International shares in Q3 2024, an estimated $214K.
  • Keudell/Morrison Wealth Management first reported a position in American International in Q2 2019 and held it in 9 quarters.
  • Keudell/Morrison Wealth Management's American International position peaked at $242K in Q4 2022.
  • 1,035 funds tracked by Wall St. Rank held American International as of Q3 2024.

Based on Keudell/Morrison Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.