Ropes Wealth Advisors’s American International AIG Stock Holding History

Ropes Wealth Advisors’s Portfolio AIG Stock Details AIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-33	Closed	-$1K	–	262
2020 Q4	$1K	Buy	+33	New	+$1.16K	﹤0.01%	679
2020 Q3	–	Sell	-64	Closed	-$2K	–	603
2020 Q2	$2K	Buy	+64	New	+$1.8K	﹤0.01%	525
2019 Q1	–	Sell	-4,800	Closed	-$189K	–	509
2018 Q4	$189K	Sell	4,800 -14	-0.3%	-$611	0.05%	210
2018 Q3	$256K	Hold	4,814	–	–	0.06%	204
2018 Q2	$255K	Hold	4,814	–	–	0.07%	205
2018 Q1	$262K	Buy	4,814 +14	+0.3%	+$827	0.07%	198
2017 Q4	$286K	Hold	4,800	–	–	0.07%	186
2017 Q3	$295K	Hold	4,800	–	–	0.08%	183
2017 Q2	$300K	Sell	4,800 -900	-16%	-$55.9K	0.08%	186
2017 Q1	$356K	Hold	5,700	–	–	0.1%	167
2016 Q4	$372K	Hold	5,700	–	–	0.12%	150
2016 Q3	$338K	Buy	5,700 +833	+17%	+$47.6K	0.11%	151
2016 Q2	$257K	Buy	4,867 +67	+1%	+$3.7K	0.09%	166
2016 Q1	$259K	Sell	4,800 -30	-0.6%	-$1.62K	0.11%	131
2015 Q4	$299K	Buy	+4,830	New	+$295K	0.13%	125

Other funds holding AIG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ropes Wealth Advisors's AIG Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of American International (AIG) in Q1 2021, closing a stake of 33 shares — an estimated $1K sold.

Ropes Wealth Advisors first reported a position in AIG in Q4 2015 and held it in 15 quarters. The position peaked at $372K in Q4 2016. 757 funds tracked by Wall St. Rank hold AIG as of Q1 2021.

Ropes Wealth Advisors reported no remaining American International position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 33 American International shares in Q1 2021, an estimated $1K.
Ropes Wealth Advisors first reported a position in American International in Q4 2015 and held it in 15 quarters.
Ropes Wealth Advisors's American International position peaked at $372K in Q4 2016.
757 funds tracked by Wall St. Rank held American International as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.