Wipfli Financial Advisors’s American Assets Trust AAT Stock Holding History

Wipfli Financial Advisors’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
2022 Q3	$43K	Buy	+1,690	New	+$48.4K	﹤0.01%	1156

Other funds holding AAT

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

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

AAIM

American Assets Investment Management San Diego, California $1.47B AUM 43% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wipfli Financial Advisors's AAT Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in American Assets Trust (AAT) in Q3 2022: 1,690 shares worth $43K. The stake represents ﹤0.01% of the portfolio and ranks #1156 among its holdings.

186 funds tracked by Wall St. Rank hold AAT as of Q3 2022.

Wipfli Financial Advisors held 1,690 shares of American Assets Trust worth $43K as of Q3 2022.
American Assets Trust was a new Wipfli Financial Advisors position in Q3 2022.
American Assets Trust made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1156 holding.
186 funds tracked by Wall St. Rank held American Assets Trust as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.