RIA
AIM

Realta Investment Advisors’s AIM ImmunoTech AIM Stock Holding History

Realta Investment Advisors’s Portfolio AIM Stock Details AIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1
Closed – – 1648
2019
Q4 		$0 Hold
1
– – ﹤0.01% 1752
2019
Q3 		$0 Hold
1
– – ﹤0.01% 1910
2019
Q2 		$0 Hold
1
– – ﹤0.01% 1887
2019
Q1 		$1K Buy
+1
New +$890 ﹤0.01% 1323

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Osaic Holdings
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Bank of America
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ASN
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TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

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

Realta Investment Advisors sold out of AIM ImmunoTech (AIM) in Q1 2020, closing a stake of 1 share.

Realta Investment Advisors first reported a position in AIM in Q1 2019 and held it in 4 quarters. The position peaked at $1K in Q1 2019. 20 funds tracked by Wall St. Rank hold AIM as of Q1 2020.

  • Realta Investment Advisors reported no remaining AIM ImmunoTech position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 1 AIM ImmunoTech share in Q1 2020.
  • Realta Investment Advisors first reported a position in AIM ImmunoTech in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's AIM ImmunoTech position peaked at $1K in Q1 2019.
  • 20 funds tracked by Wall St. Rank held AIM ImmunoTech as of Q1 2020.

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