SFA
AAT

Sequoia Financial Advisors’s American Assets Trust AAT Stock Holding History

Sequoia Financial 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
2023
Q4 		– Sell
-11,304
Closed -$220K – 1201
2023
Q3 		$220K Sell
11,304
-13
-0.1% -$273 ﹤0.01% 819
2023
Q2 		$217K Buy
+11,317
New +$212K ﹤0.01% 837

Other funds holding AAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AAI
American Assets Inc San Diego, California $298M AUM 2.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AAIM
American Assets Investment Management San Diego, California $1.47B AUM 43% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Sequoia Financial Advisors's AAT Position: Q4 2023 in Review

Sequoia Financial Advisors sold out of American Assets Trust (AAT) in Q4 2023, closing a stake of 11,304 shares — an estimated $220K sold.

Sequoia Financial Advisors first reported a position in AAT in Q2 2023 and held it in 2 quarters. The position peaked at $220K in Q3 2023. 194 funds tracked by Wall St. Rank hold AAT as of Q4 2023.

  • Sequoia Financial Advisors reported no remaining American Assets Trust position as of Q4 2023 after selling out during the quarter.
  • Sequoia Financial Advisors sold 11,304 American Assets Trust shares in Q4 2023, an estimated $220K.
  • Sequoia Financial Advisors first reported a position in American Assets Trust in Q2 2023 and held it in 2 quarters.
  • Sequoia Financial Advisors's American Assets Trust position peaked at $220K in Q3 2023.
  • 194 funds tracked by Wall St. Rank held American Assets Trust as of Q4 2023.

Based on Sequoia Financial Advisors's 13F filing for Q4 2023, filed 26 Jan 2024.