BWA
AIV

Burt Wealth Advisors’s Aimco AIV Stock Holding History

Burt Wealth 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
2020
Q4 		– Sell
-856
Closed -$4K – 387
2020
Q3 		$4K Hold
856
– – ﹤0.01% 318
2020
Q2 		$4K Hold
856
– – ﹤0.01% 300
2020
Q1 		$4K Hold
856
– – ﹤0.01% 318
2019
Q4 		$6K Hold
856
– – ﹤0.01% 288
2019
Q3 		$6K Buy
+856
New +$5.8K ﹤0.01% 291

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Burt Wealth Advisors's AIV Position: Q4 2020 in Review

Burt Wealth Advisors sold out of Aimco (AIV) in Q4 2020, closing a stake of 856 shares — an estimated $4K sold.

Burt Wealth Advisors first reported a position in AIV in Q3 2019 and held it in 5 quarters. The position peaked at $6K in Q4 2019. 263 funds tracked by Wall St. Rank hold AIV as of Q4 2020.

  • Burt Wealth Advisors reported no remaining Aimco position as of Q4 2020 after selling out during the quarter.
  • Burt Wealth Advisors sold 856 Aimco shares in Q4 2020, an estimated $4K.
  • Burt Wealth Advisors first reported a position in Aimco in Q3 2019 and held it in 5 quarters.
  • Burt Wealth Advisors's Aimco position peaked at $6K in Q4 2019.
  • 263 funds tracked by Wall St. Rank held Aimco as of Q4 2020.

Based on Burt Wealth Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.