Waldron Private Wealth’s AIM ImmunoTech AIM Stock Holding History

Waldron Private Wealth’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
2019 Q2	–	Sell	-3	Closed	-$1K	–	266
2019 Q1	$1K	Hold	3	–	–	﹤0.01%	255
2018 Q4	$1K	Hold	3	–	–	﹤0.01%	216
2018 Q3	$2K	Hold	3	–	–	﹤0.01%	189
2018 Q2	$3K	Hold	3	–	–	﹤0.01%	177
2018 Q1	$4K	Hold	3	–	–	﹤0.01%	173
2017 Q4	$3K	Hold	3	–	–	﹤0.01%	171
2017 Q3	$3K	Hold	3	–	–	﹤0.01%	155
2017 Q2	$5K	Hold	3	–	–	﹤0.01%	138
2017 Q1	$5K	Hold	3	–	–	﹤0.01%	223
2016 Q4	$7K	Buy	+3	New	+$12.1K	﹤0.01%	136

Other funds holding AIM

Sabby Management Miami Beach, Florida $45.1M AUM 74.25% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ARTA

A.R.T. Advisors New York $1.79M AUM 57.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

Waldron Private Wealth's AIM Position: Q2 2019 in Review

Waldron Private Wealth sold out of AIM ImmunoTech (AIM) in Q2 2019, closing a stake of 3 shares — an estimated $1K sold.

Waldron Private Wealth first reported a position in AIM in Q4 2016 and held it in 10 quarters. The position peaked at $7K in Q4 2016. 7 funds tracked by Wall St. Rank hold AIM as of Q2 2019.

Waldron Private Wealth reported no remaining AIM ImmunoTech position as of Q2 2019 after selling out during the quarter.
Waldron Private Wealth sold 3 AIM ImmunoTech shares in Q2 2019, an estimated $1K.
Waldron Private Wealth first reported a position in AIM ImmunoTech in Q4 2016 and held it in 10 quarters.
Waldron Private Wealth's AIM ImmunoTech position peaked at $7K in Q4 2016.
7 funds tracked by Wall St. Rank held AIM ImmunoTech as of Q2 2019.

Based on Waldron Private Wealth's 13F filing for Q2 2019, filed 31 Jul 2019.