AF
AIV

Allworth Financial’s Aimco AIV Stock Holding History

Allworth Financial’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
2026
Q1 		– Sell
-228
Closed -$1.35K – 5190
2025
Q4 		$1.35K Sell
228
-29
-11% -$174 ﹤0.01% 4265
2025
Q3 		$2.04K Buy
257
+46
+22% +$374 ﹤0.01% 3993
2025
Q2 		$1.83K Buy
211
+192
+1,011% +$1.55K ﹤0.01% 3744
2025
Q1 		$148 Buy
19
+4
+27% +$36 ﹤0.01% 3912
2024
Q4 		$136 Buy
+15
New +$130 ﹤0.01% 3822
2023
Q4 		– Sell
-163
Closed -$1.11K – 3457
2023
Q3 		$1.11K Buy
+163
New +$1.3K ﹤0.01% 2810
2022
Q4 		– Sell
-1,498
Closed -$11K – 2998
2022
Q3 		$11K Buy
+1,498
New +$12.3K ﹤0.01% 1593
2022
Q2 		– Sell
-164
Closed -$1K – 2350
2022
Q1 		$1K Buy
+164
New +$1.17K ﹤0.01% 1862
2021
Q4 		– Sell
-45
Closed – – 1908
2021
Q3 		$0 Hold
45
– – ﹤0.01% 1846
2021
Q2 		$0 Hold
45
– – ﹤0.01% 1536
2021
Q1 		$0 Hold
45
– – ﹤0.01% 1473
2020
Q4 		$0 Buy
+45
New +$200 ﹤0.01% 1327
2018
Q2 		– Sell
-8
Closed – – 931
2018
Q1 		$0 Sell
8
-7
-47% -$38 ﹤0.01% 799
2017
Q4 		$0 Buy
+15
New +$88 ﹤0.01% 725

Other funds holding AIV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WAM
Weiss Asset Management Boston, Massachusetts $5.43B AUM 42.42% 1-Year Est. Return
ICM
Irenic Capital Management New York $1.1B AUM 12.79% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
OCAM
Owl Creek Asset Management New York $518M AUM 59.67% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
HF
HRT Financial New York $26B AUM 58.22% 1-Year Est. Return