Wealth Effects’s American International AIG Stock Holding History

Wealth Effects’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
2025 Q1	–	Sell	-3,900	Closed	-$284K	–	199
2024 Q4	$284K	Sell	3,900 -350	-8%	-$26.3K	0.1%	160
2024 Q3	$311K	Hold	4,250	–	–	0.11%	155
2024 Q2	$316K	Sell	4,250 -111	-3%	-$8.49K	0.11%	145
2024 Q1	$341K	Sell	4,361 -250	-5%	-$17.8K	0.13%	138
2023 Q4	$312K	Sell	4,611 -249	-5%	-$15.9K	0.12%	148
2023 Q3	$295K	Sell	4,860 -315	-6%	-$18.8K	0.15%	135
2023 Q2	$298K	Sell	5,175 -450	-8%	-$24.2K	0.13%	133
2023 Q1	$283K	Hold	5,625	–	–	0.15%	141
2022 Q4	$356K	Sell	5,625 -1,411	-20%	-$82.1K	0.2%	116
2022 Q3	$334K	Sell	7,036 -52	-0.7%	-$2.73K	0.2%	106
2022 Q2	$362K	Hold	7,088	–	–	0.22%	104
2022 Q1	$445K	Sell	7,088 -75	-1%	-$4.51K	0.21%	99
2021 Q4	$407K	Buy	+7,163	New	+$408K	0.17%	117

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Wealth Effects's AIG Position: Q1 2025 in Review

Wealth Effects sold out of American International (AIG) in Q1 2025, closing a stake of 3,900 shares — an estimated $284K sold.

Wealth Effects first reported a position in AIG in Q4 2021 and held it in 13 quarters. The position peaked at $445K in Q1 2022. 1,102 funds tracked by Wall St. Rank hold AIG as of Q1 2025.

Wealth Effects reported no remaining American International position as of Q1 2025 after selling out during the quarter.
Wealth Effects sold 3,900 American International shares in Q1 2025, an estimated $284K.
Wealth Effects first reported a position in American International in Q4 2021 and held it in 13 quarters.
Wealth Effects's American International position peaked at $445K in Q1 2022.
1,102 funds tracked by Wall St. Rank held American International as of Q1 2025.

Based on Wealth Effects's 13F filing for Q1 2025, filed 23 Apr 2025.