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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return