BWM
AIV

BerganKDV Wealth Management’s Aimco AIV Stock Holding History

BerganKDV 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
2021
Q2 		– Sell
-33
Closed – – 978
2021
Q1 		$0 Hold
33
– – ﹤0.01% 929
2020
Q4 		$0 Sell
33
-222
-87% -$986 ﹤0.01% 938
2020
Q3 		$1K Hold
255
– – ﹤0.01% 749
2020
Q2 		$1K Buy
+255
New +$1.26K ﹤0.01% 813

Other funds holding AIV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $12.6B AUM 30.13% 1-Year Est. Return

BerganKDV Wealth Management's AIV Position: Q2 2021 in Review

BerganKDV Wealth Management sold out of Aimco (AIV) in Q2 2021, closing a stake of 33 shares.

BerganKDV Wealth Management first reported a position in AIV in Q2 2020 and held it in 4 quarters. The position peaked at $1K in Q3 2020. 212 funds tracked by Wall St. Rank hold AIV as of Q2 2021.

  • BerganKDV Wealth Management reported no remaining Aimco position as of Q2 2021 after selling out during the quarter.
  • BerganKDV Wealth Management sold 33 Aimco shares in Q2 2021.
  • BerganKDV Wealth Management first reported a position in Aimco in Q2 2020 and held it in 4 quarters.
  • BerganKDV Wealth Management's Aimco position peaked at $1K in Q3 2020.
  • 212 funds tracked by Wall St. Rank held Aimco as of Q2 2021.

Based on BerganKDV Wealth Management's 13F filing for Q2 2021, filed 10 Aug 2021.