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YorkBridge Wealth Partners’s American International AIG Stock Holding History

YorkBridge Wealth 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
2022
Q4 		$820K Sell
12,974
-1,095
-8% -$63.7K 0.21% 96
2022
Q3 		$668K Buy
14,069
+1,484
+12% +$78K 0.17% 103
2022
Q2 		$643K Buy
12,585
+420
+3% +$24.4K 0.17% 108
2022
Q1 		$764K Sell
12,165
-621
-5% -$37.3K 0.17% 106
2021
Q4 		$727K Sell
12,786
-905
-7% -$51.5K 0.16% 106
2021
Q3 		$751K Buy
13,691
+1,548
+13% +$79.8K 0.19% 98
2021
Q2 		$578K Buy
12,143
+1,103
+10% +$54.5K 0.15% 114
2021
Q1 		$510K Buy
11,040
+3,732
+51% +$161K 0.15% 117
2020
Q4 		$277K Sell
7,308
-43
-0.6% -$1.51K 0.09% 156
2020
Q3 		$202K Sell
7,351
-865
-11% -$25.8K 0.08% 172
2020
Q2 		$256K Sell
8,216
-587
-7% -$16.5K 0.12% 147
2020
Q1 		$213K Buy
8,803
+1,543
+21% +$66.2K 0.13% 148
2019
Q4 		$373K Buy
7,260
+1,221
+20% +$64.7K 0.17% 126
2019
Q3 		$336K Buy
6,039
+125
+2% +$6.91K 0.17% 125
2019
Q2 		$315K Buy
5,914
+223
+4% +$11.1K 0.14% 136
2019
Q1 		$245K Buy
5,691
+2,155
+61% +$92.2K 0.11% 150
2018
Q4 		$139K Sell
3,536
-1,005
-22% -$43.9K 0.07% 197
2018
Q3 		$241K Hold
4,541
– – 0.11% 152
2018
Q2 		$241K Buy
4,541
+111
+3% +$6.01K 0.11% 158
2018
Q1 		$237K Sell
4,430
-500
-10% -$29.5K 0.11% 163
2017
Q4 		$299K Sell
4,930
-86
-2% -$5.28K 0.14% 138
2017
Q3 		$308K Buy
5,016
+121
+2% +$7.54K 0.16% 127
2017
Q2 		$310K Buy
4,895
+76
+2% +$4.72K 0.16% 125
2017
Q1 		$297K Buy
4,819
+2,047
+74% +$131K 0.16% 129
2016
Q4 		$179K Buy
+2,772
New +$174K 0.11% 164

Other funds holding AIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

YorkBridge Wealth Partners's AIG Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its American International (AIG) stake by 7.8% in Q4 2022, selling an estimated $63.7K and leaving 12,974 shares worth $820K. The position accounts for 0.21% of the portfolio, ranked #96.

YorkBridge Wealth Partners first reported a position in AIG in Q4 2016 and has held it in 25 quarters since. 933 funds tracked by Wall St. Rank hold AIG as of Q4 2022.

  • YorkBridge Wealth Partners held 12,974 shares of American International worth $820K as of Q4 2022.
  • YorkBridge Wealth Partners sold 1,095 American International shares in Q4 2022, an estimated $63.7K.
  • American International made up 0.21% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #96 holding.
  • YorkBridge Wealth Partners first reported a position in American International in Q4 2016 and has held it in 25 quarters since.
  • 933 funds tracked by Wall St. Rank held American International as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.