BFA
AIV

Brendel Financial Advisors’s Aimco AIV Stock Holding History

Brendel Financial 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 		– Sell
-26
Closed – – 66
2021
Q2 		$0 Buy
+26
New +$179 ﹤0.01% 274
2019
Q3 		– Sell
-280,124
Closed -$1.87M – 82
2019
Q2 		$1.87M Sell
280,124
-3,416
-1% -$22.8K 1.81% 28
2019
Q1 		$1.9M Buy
283,540
+24,608
+10% +$159K 1.7% 28
2018
Q4 		$1.51M Buy
+258,932
New +$1.54M 1.74% 25

Other funds holding AIV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Brendel Financial Advisors's AIV Position: Q3 2021 in Review

Brendel Financial Advisors sold out of Aimco (AIV) in Q3 2021, closing a stake of 26 shares.

Brendel Financial Advisors first reported a position in AIV in Q4 2018 and held it in 4 quarters. The position peaked at $1.9M in Q1 2019. 194 funds tracked by Wall St. Rank hold AIV as of Q3 2021.

  • Brendel Financial Advisors reported no remaining Aimco position as of Q3 2021 after selling out during the quarter.
  • Brendel Financial Advisors sold 26 Aimco shares in Q3 2021.
  • Brendel Financial Advisors first reported a position in Aimco in Q4 2018 and held it in 4 quarters.
  • Brendel Financial Advisors's Aimco position peaked at $1.9M in Q1 2019.
  • 194 funds tracked by Wall St. Rank held Aimco as of Q3 2021.

Based on Brendel Financial Advisors's 13F filing for Q3 2021, filed 26 Oct 2021.