Bellwether Advisors’s Aimco AIV Stock Holding History

Bellwether Advisors’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
2023 Q2	–	Sell	-63	Closed	-$484	–	98
2023 Q1	$484	Buy	+63	New	+$470	﹤0.01%	391

Other funds holding AIV

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LBIM

Land & Buildings Investment Management Stamford, Connecticut $583M AUM 24.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LPC

Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return

Bellwether Advisors's AIV Position: Q2 2023 in Review

Bellwether Advisors sold out of Aimco (AIV) in Q2 2023, closing a stake of 63 shares — an estimated $484 sold.

Bellwether Advisors first reported a position in AIV in Q1 2023 and held it in 1 quarter. The position peaked at $484 in Q1 2023. 197 funds tracked by Wall St. Rank hold AIV as of Q2 2023.

Bellwether Advisors reported no remaining Aimco position as of Q2 2023 after selling out during the quarter.
Bellwether Advisors sold 63 Aimco shares in Q2 2023, an estimated $484.
Bellwether Advisors first reported a position in Aimco in Q1 2023 and held it in 1 quarter.
Bellwether Advisors's Aimco position peaked at $484 in Q1 2023.
197 funds tracked by Wall St. Rank held Aimco as of Q2 2023.

Based on Bellwether Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.