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Spartan Planning & Wealth Management’s American International AIG Stock Holding History

Spartan Planning & Wealth Management’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
2023
Q4 		$69.3K Buy
1,023
+805
+369% +$51.3K 0.07% 119
2023
Q3 		$13.2K Buy
+218
New +$13K 0.02% 106
2022
Q4 		$21.8K Buy
+344
New +$20K 0.03% 110
2022
Q2 		– Sell
-388
Closed -$24K – 91
2022
Q1 		$24K Buy
+388
New +$23.3K 0.03% 102

Other funds holding AIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Spartan Planning & Wealth Management's AIG Position: Q4 2023 in Review

Spartan Planning & Wealth Management increased its American International (AIG) stake by 369% in Q4 2023, buying an estimated $51.3K and bringing the position to 1,023 shares worth $69.3K. The position accounts for 0.07% of the portfolio, ranked #119.

Spartan Planning & Wealth Management first reported a position in AIG in Q1 2022 and has held it in 4 quarters since. 975 funds tracked by Wall St. Rank hold AIG as of Q4 2023.

  • Spartan Planning & Wealth Management held 1,023 shares of American International worth $69.3K as of Q4 2023.
  • Spartan Planning & Wealth Management bought 805 American International shares in Q4 2023, an estimated $51.3K.
  • American International made up 0.07% of Spartan Planning & Wealth Management's portfolio in Q4 2023, its #119 holding.
  • Spartan Planning & Wealth Management first reported a position in American International in Q1 2022 and has held it in 4 quarters since.
  • 975 funds tracked by Wall St. Rank held American International as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.