Capital Asset Advisory Services’s Aimco AIV Stock Holding History

Capital Asset Advisory Services’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 Q1	–	Sell	-2,068	Closed	-$11K	–	699
2020 Q4	$11K	Buy	+2,068	New	+$9.18K	﹤0.01%	1053

Other funds holding AIV

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

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

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

Sessa Capital New York $5.51B AUM 47.23% 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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Capital Asset Advisory Services's AIV Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Aimco (AIV) in Q1 2021, closing a stake of 2,068 shares — an estimated $11K sold.

Capital Asset Advisory Services first reported a position in AIV in Q4 2020 and held it in 1 quarter. The position peaked at $11K in Q4 2020. 236 funds tracked by Wall St. Rank hold AIV as of Q1 2021.

Capital Asset Advisory Services reported no remaining Aimco position as of Q1 2021 after selling out during the quarter.
Capital Asset Advisory Services sold 2,068 Aimco shares in Q1 2021, an estimated $11K.
Capital Asset Advisory Services first reported a position in Aimco in Q4 2020 and held it in 1 quarter.
Capital Asset Advisory Services's Aimco position peaked at $11K in Q4 2020.
236 funds tracked by Wall St. Rank held Aimco as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.