Berman Capital Advisors’s Aimco AIV Stock Holding History

Berman Capital 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
2021 Q3	$2K	Buy	+293	New	+$2.02K	﹤0.01%	1651
2021 Q2	–	Sell	-314	Closed	-$1K	–	1879
2021 Q1	$1K	Hold	314	–	–	﹤0.01%	1589
2020 Q4	$1K	Sell	314 -2,073	-87%	-$9.2K	﹤0.01%	1485
2020 Q3	$10K	Sell	2,387 -225	-9%	-$1.09K	﹤0.01%	783
2020 Q2	$13K	Sell	2,612 -338	-11%	-$1.68K	﹤0.01%	664
2020 Q1	$13K	Buy	2,950 +2,800	+1,867%	+$17.9K	﹤0.01%	594
2019 Q4	$1K	Buy	+150	New	+$1.06K	﹤0.01%	1289

Other funds holding AIV

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

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

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

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

Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Berman Capital Advisors's AIV Position: Q3 2021 in Review

Berman Capital Advisors opened a new position in Aimco (AIV) in Q3 2021: 293 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1651 among its holdings. This is a return to the name: Berman Capital Advisors previously reported a position in AIV as recently as Q1 2021.

Berman Capital Advisors first reported a position in AIV in Q4 2019 and has held it in 7 quarters since. The position peaked at $13K in Q2 2020. 194 funds tracked by Wall St. Rank hold AIV as of Q3 2021.

Berman Capital Advisors held 293 shares of Aimco worth $2K as of Q3 2021.
Aimco was a new Berman Capital Advisors position in Q3 2021.
Aimco made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1651 holding.
Berman Capital Advisors first reported a position in Aimco in Q4 2019 and has held it in 7 quarters since.
Berman Capital Advisors's Aimco position peaked at $13K in Q2 2020.
194 funds tracked by Wall St. Rank held Aimco as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.