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Triad Wealth Partners’s American International AIG Stock Holding History

Triad Wealth Partners’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
2024
Q3 		– Sell
-162
Closed -$12K – 73
2024
Q2 		$12K Buy
+162
New +$12.4K 0.01% 429

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Triad Wealth Partners's AIG Position: Q3 2024 in Review

Triad Wealth Partners sold out of American International (AIG) in Q3 2024, closing a stake of 162 shares — an estimated $12K sold.

Triad Wealth Partners first reported a position in AIG in Q2 2024 and held it in 1 quarter. The position peaked at $12K in Q2 2024. 1,033 funds tracked by Wall St. Rank hold AIG as of Q3 2024.

  • Triad Wealth Partners reported no remaining American International position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 162 American International shares in Q3 2024, an estimated $12K.
  • Triad Wealth Partners first reported a position in American International in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's American International position peaked at $12K in Q2 2024.
  • 1,033 funds tracked by Wall St. Rank held American International as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.