WCM
AAT

Weld Capital Management’s American Assets Trust AAT Stock Holding History

Weld Capital Management’s Portfolio AAT Stock Details AAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-17,695
Closed -$426K – 447
2020
Q3 		$426K Buy
+17,695
New +$460K 0.17% 211

Other funds holding AAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AAI
American Assets Inc San Diego, California $298M AUM 2.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
AAIM
American Assets Investment Management San Diego, California $1.47B AUM 43% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Weld Capital Management's AAT Position: Q4 2020 in Review

Weld Capital Management sold out of American Assets Trust (AAT) in Q4 2020, closing a stake of 17,695 shares — an estimated $426K sold.

Weld Capital Management first reported a position in AAT in Q3 2020 and held it in 1 quarter. The position peaked at $426K in Q3 2020. 173 funds tracked by Wall St. Rank hold AAT as of Q4 2020.

  • Weld Capital Management reported no remaining American Assets Trust position as of Q4 2020 after selling out during the quarter.
  • Weld Capital Management sold 17,695 American Assets Trust shares in Q4 2020, an estimated $426K.
  • Weld Capital Management first reported a position in American Assets Trust in Q3 2020 and held it in 1 quarter.
  • Weld Capital Management's American Assets Trust position peaked at $426K in Q3 2020.
  • 173 funds tracked by Wall St. Rank held American Assets Trust as of Q4 2020.

Based on Weld Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.