MFT
AAT

Moisand Fitzgerald Tamayo’s American Assets Trust AAT Stock Holding History

Moisand Fitzgerald Tamayo’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
2022
Q4 		– Sell
-20
Closed -$1K – 769
2022
Q3 		$1K Buy
+20
New +$573 ﹤0.01% 556

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
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
AAIM
American Assets Investment Management San Diego, California $1.47B AUM 43% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Moisand Fitzgerald Tamayo's AAT Position: Q4 2022 in Review

Moisand Fitzgerald Tamayo sold out of American Assets Trust (AAT) in Q4 2022, closing a stake of 20 shares — an estimated $1K sold.

Moisand Fitzgerald Tamayo first reported a position in AAT in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 192 funds tracked by Wall St. Rank hold AAT as of Q4 2022.

  • Moisand Fitzgerald Tamayo reported no remaining American Assets Trust position as of Q4 2022 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 20 American Assets Trust shares in Q4 2022, an estimated $1K.
  • Moisand Fitzgerald Tamayo first reported a position in American Assets Trust in Q3 2022 and held it in 1 quarter.
  • Moisand Fitzgerald Tamayo's American Assets Trust position peaked at $1K in Q3 2022.
  • 192 funds tracked by Wall St. Rank held American Assets Trust as of Q4 2022.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2022, filed 23 Jan 2023.