RIA
AAMI

Realta Investment Advisors’s Acadian Asset Management AAMI Stock Holding History

Realta Investment Advisors’s Portfolio AAMI Stock Details AAMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-500
Closed -$5K – 1452
2019
Q4 		$5K Buy
+500
New +$4.88K ﹤0.01% 1356

Other funds holding AAMI

PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Realta Investment Advisors's AAMI Position: Q1 2020 in Review

Realta Investment Advisors sold out of Acadian Asset Management (AAMI) in Q1 2020, closing a stake of 500 shares — an estimated $5K sold.

Realta Investment Advisors first reported a position in AAMI in Q4 2019 and held it in 1 quarter. The position peaked at $5K in Q4 2019. 122 funds tracked by Wall St. Rank hold AAMI as of Q1 2020.

  • Realta Investment Advisors reported no remaining Acadian Asset Management position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 500 Acadian Asset Management shares in Q1 2020, an estimated $5K.
  • Realta Investment Advisors first reported a position in Acadian Asset Management in Q4 2019 and held it in 1 quarter.
  • Realta Investment Advisors's Acadian Asset Management position peaked at $5K in Q4 2019.
  • 122 funds tracked by Wall St. Rank held Acadian Asset Management as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.