LDFR
AIM

Lehman & Derafelo Financial Resources’s AIM ImmunoTech AIM Stock Holding History

Lehman & Derafelo Financial Resources’s Portfolio AIM Stock Details AIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-111
Closed -$24K – 227
2021
Q2 		$24K Hold
111
– – 0.01% 172
2021
Q1 		$25K Buy
+111
New +$25.1K 0.01% 170

Other funds holding AIM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lehman & Derafelo Financial Resources's AIM Position: Q3 2021 in Review

Lehman & Derafelo Financial Resources sold out of AIM ImmunoTech (AIM) in Q3 2021, closing a stake of 111 shares — an estimated $24K sold.

Lehman & Derafelo Financial Resources first reported a position in AIM in Q1 2021 and held it in 2 quarters. The position peaked at $25K in Q1 2021. 36 funds tracked by Wall St. Rank hold AIM as of Q3 2021.

  • Lehman & Derafelo Financial Resources reported no remaining AIM ImmunoTech position as of Q3 2021 after selling out during the quarter.
  • Lehman & Derafelo Financial Resources sold 111 AIM ImmunoTech shares in Q3 2021, an estimated $24K.
  • Lehman & Derafelo Financial Resources first reported a position in AIM ImmunoTech in Q1 2021 and held it in 2 quarters.
  • Lehman & Derafelo Financial Resources's AIM ImmunoTech position peaked at $25K in Q1 2021.
  • 36 funds tracked by Wall St. Rank held AIM ImmunoTech as of Q3 2021.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q3 2021, filed 28 Oct 2021.