MWP
AAT

Meridian Wealth Partners’s American Assets Trust AAT Stock Holding History

Meridian Wealth Partners’s Portfolio AAT Stock Details AAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-8
Closed – – 83
2021
Q1 		$0 Buy
+8
New +$247 ﹤0.01% 1317

Other funds holding AAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AAI
American Assets Inc San Diego, California $298M AUM 2.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AAIM
American Assets Investment Management San Diego, California $1.47B AUM 43% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Meridian Wealth Partners's AAT Position: Q2 2021 in Review

Meridian Wealth Partners sold out of American Assets Trust (AAT) in Q2 2021, closing a stake of 8 shares.

Meridian Wealth Partners first reported a position in AAT in Q1 2021 and held it in 1 quarter. The position peaked at $0 in Q1 2021. 179 funds tracked by Wall St. Rank hold AAT as of Q2 2021.

  • Meridian Wealth Partners reported no remaining American Assets Trust position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 8 American Assets Trust shares in Q2 2021.
  • Meridian Wealth Partners first reported a position in American Assets Trust in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners's American Assets Trust position peaked at $0 in Q1 2021.
  • 179 funds tracked by Wall St. Rank held American Assets Trust as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.