WealthPLAN Partners’s American International AIG Stock Holding History

WealthPLAN 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
2023 Q3	–	Sell	-75	Closed	-$4.32K	–	335
2023 Q2	$4.32K	Sell	75 -101	-57%	-$5.42K	﹤0.01%	941
2023 Q1	$8.86K	Buy	+176	New	+$10.3K	﹤0.01%	888
2017 Q2	–	Sell	-2,982	Closed	-$184K	–	190
2017 Q1	$184K	Buy	+2,982	New	+$191K	0.64%	34
2016 Q3	$484K	Sell	8,191 -8,647	-51%	-$494K	0.16%	85
2016 Q2	$432K	Buy	+16,838	New	+$930K	0.06%	219
2015 Q4	$523K	Buy	+29,066	New	+$1.77M	0.08%	151
2015 Q2	$1.65M	Buy	26,712 +15,980	+149%	+$944K	0.72%	22
2015 Q1	$588K	Buy	+10,732	New	+$575K	0.27%	64

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

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

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

WealthPLAN Partners's AIG Position: Q3 2023 in Review

WealthPLAN Partners sold out of American International (AIG) in Q3 2023, closing a stake of 75 shares — an estimated $4.32K sold.

WealthPLAN Partners first reported a position in AIG in Q1 2015 and held it in 8 quarters. The position peaked at $1.65M in Q2 2015. 897 funds tracked by Wall St. Rank hold AIG as of Q3 2023.

WealthPLAN Partners reported no remaining American International position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 75 American International shares in Q3 2023, an estimated $4.32K.
WealthPLAN Partners first reported a position in American International in Q1 2015 and held it in 8 quarters.
WealthPLAN Partners's American International position peaked at $1.65M in Q2 2015.
897 funds tracked by Wall St. Rank held American International as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.