Live Oak Private Wealth’s American International AIG Stock Holding History

Live Oak Private Wealth’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 Q1	–	Sell	-4,476	Closed	-$283K	–	165
2022 Q4	$283K	Sell	4,476 -808	-15%	-$47K	0.06%	136
2022 Q3	$251K	Sell	5,284 -400	-7%	-$21K	0.06%	142
2022 Q2	$291K	Hold	5,684	–	–	0.06%	141
2022 Q1	$357K	Hold	5,684	–	–	0.07%	136
2021 Q4	$323K	Sell	5,684 -500	-8%	-$28.5K	0.06%	149
2021 Q3	$339K	Sell	6,184 -500	-7%	-$25.8K	0.07%	143
2021 Q2	$318K	Hold	6,684	–	–	0.07%	136
2021 Q1	$309K	Sell	6,684 -77	-1%	-$3.33K	0.08%	129
2020 Q4	$256K	Buy	+6,761	New	+$238K	0.07%	130
2020 Q3	–	Sell	-8,199	Closed	-$256K	–	134
2020 Q2	$256K	Sell	8,199 -854	-9%	-$24K	0.09%	117
2020 Q1	$220K	Buy	9,053 +4,524	+100%	+$194K	0.23%	68
2019 Q4	$232K	Buy	+4,529	New	+$240K	0.23%	72

Other funds holding AIG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Live Oak Private Wealth's AIG Position: Q1 2023 in Review

Live Oak Private Wealth sold out of American International (AIG) in Q1 2023, closing a stake of 4,476 shares — an estimated $283K sold.

Live Oak Private Wealth first reported a position in AIG in Q4 2019 and held it in 12 quarters. The position peaked at $357K in Q1 2022. 895 funds tracked by Wall St. Rank hold AIG as of Q1 2023.

Live Oak Private Wealth reported no remaining American International position as of Q1 2023 after selling out during the quarter.
Live Oak Private Wealth sold 4,476 American International shares in Q1 2023, an estimated $283K.
Live Oak Private Wealth first reported a position in American International in Q4 2019 and held it in 12 quarters.
Live Oak Private Wealth's American International position peaked at $357K in Q1 2022.
895 funds tracked by Wall St. Rank held American International as of Q1 2023.

Based on Live Oak Private Wealth's 13F filing for Q1 2023, filed 8 May 2023.