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Legacy Capital Wealth Partners’s American International AIG Stock Holding History

Legacy Capital Wealth Partners’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
Q2 		– Sell
-4,814
Closed -$242K – 46
2023
Q1 		$242K Buy
+4,814
New +$281K 0.07% 221

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Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Legacy Capital Wealth Partners's AIG Position: Q2 2023 in Review

Legacy Capital Wealth Partners sold out of American International (AIG) in Q2 2023, closing a stake of 4,814 shares — an estimated $242K sold.

Legacy Capital Wealth Partners first reported a position in AIG in Q1 2023 and held it in 1 quarter. The position peaked at $242K in Q1 2023. 890 funds tracked by Wall St. Rank hold AIG as of Q2 2023.

  • Legacy Capital Wealth Partners reported no remaining American International position as of Q2 2023 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 4,814 American International shares in Q2 2023, an estimated $242K.
  • Legacy Capital Wealth Partners first reported a position in American International in Q1 2023 and held it in 1 quarter.
  • Legacy Capital Wealth Partners's American International position peaked at $242K in Q1 2023.
  • 890 funds tracked by Wall St. Rank held American International as of Q2 2023.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2023, filed 27 Jul 2023.