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Blue Bell Private Wealth Management’s Aimco AIV Stock Holding History

Blue Bell Private 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
2022
Q3 		– Sell
-105
Closed -$1K – 742
2022
Q2 		$1K Hold
105
– – ﹤0.01% 682
2022
Q1 		$1K Buy
+105
New +$747 ﹤0.01% 746

Other funds holding AIV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return
LBIM
Land & Buildings Investment Management Stamford, Connecticut $583M AUM 24.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SP
Solel Partners Boston, Massachusetts $588M AUM 14.47% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Blue Bell Private Wealth Management's AIV Position: Q3 2022 in Review

Blue Bell Private Wealth Management sold out of Aimco (AIV) in Q3 2022, closing a stake of 105 shares — an estimated $1K sold.

Blue Bell Private Wealth Management first reported a position in AIV in Q1 2022 and held it in 2 quarters. The position peaked at $1K in Q2 2022. 197 funds tracked by Wall St. Rank hold AIV as of Q3 2022.

  • Blue Bell Private Wealth Management reported no remaining Aimco position as of Q3 2022 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 105 Aimco shares in Q3 2022, an estimated $1K.
  • Blue Bell Private Wealth Management first reported a position in Aimco in Q1 2022 and held it in 2 quarters.
  • Blue Bell Private Wealth Management's Aimco position peaked at $1K in Q2 2022.
  • 197 funds tracked by Wall St. Rank held Aimco as of Q3 2022.

Based on Blue Bell Private Wealth Management's 13F filing for Q3 2022, filed 9 Nov 2022.