PFWA
AAT

Paces Ferry Wealth Advisors’s American Assets Trust AAT Stock Holding History

Paces Ferry Wealth Advisors’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
2020
Q4 		– Sell
-33
Closed -$1K – 118
2020
Q3 		$1K Buy
+33
New +$857 ﹤0.01% 748

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
AAIM
American Assets Investment Management San Diego, California $1.47B AUM 43% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Paces Ferry Wealth Advisors's AAT Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of American Assets Trust (AAT) in Q4 2020, closing a stake of 33 shares — an estimated $1K sold.

Paces Ferry Wealth Advisors first reported a position in AAT in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 173 funds tracked by Wall St. Rank hold AAT as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining American Assets Trust position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 33 American Assets Trust shares in Q4 2020, an estimated $1K.
  • Paces Ferry Wealth Advisors first reported a position in American Assets Trust in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's American Assets Trust position peaked at $1K in Q3 2020.
  • 173 funds tracked by Wall St. Rank held American Assets Trust as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.