Able Wealth Management’s Aimco AIV Stock Holding History

Able Wealth Management’s Portfolio AIV Stock Details AIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-495	Closed	-$3.88K	–	103
2023 Q4	$3.88K	Buy	+495	New	+$3.34K	﹤0.01%	379

Other funds holding AIV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

VCM

V3 Capital Management Dallas, Texas $33.4M AUM 5.9% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

LPC

Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

ICM

Irenic Capital Management New York $1.54B AUM 12.79% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Able Wealth Management's AIV Position: Q1 2024 in Review

Able Wealth Management sold out of Aimco (AIV) in Q1 2024, closing a stake of 495 shares — an estimated $3.88K sold.

Able Wealth Management first reported a position in AIV in Q4 2023 and held it in 1 quarter. The position peaked at $3.88K in Q4 2023. 177 funds tracked by Wall St. Rank hold AIV as of Q1 2024.

Able Wealth Management reported no remaining Aimco position as of Q1 2024 after selling out during the quarter.
Able Wealth Management sold 495 Aimco shares in Q1 2024, an estimated $3.88K.
Able Wealth Management first reported a position in Aimco in Q4 2023 and held it in 1 quarter.
Able Wealth Management's Aimco position peaked at $3.88K in Q4 2023.
177 funds tracked by Wall St. Rank held Aimco as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.