Carolinas Wealth Consulting’s Aimco AIV Stock Holding History

Carolinas Wealth Consulting’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	-6	Closed	–	–	938
2020 Q4	$0	Sell	6 -279	-98%	-$1.24K	﹤0.01%	862
2020 Q3	$1K	Sell	285 -105	-27%	-$509	﹤0.01%	781
2020 Q2	$2K	Buy	+390	New	+$1.93K	﹤0.01%	482

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

Carolinas Wealth Consulting's AIV Position: Q1 2021 in Review

Carolinas Wealth Consulting sold out of Aimco (AIV) in Q1 2021, closing a stake of 6 shares.

Carolinas Wealth Consulting first reported a position in AIV in Q2 2020 and held it in 3 quarters. The position peaked at $2K in Q2 2020. 236 funds tracked by Wall St. Rank hold AIV as of Q1 2021.

Carolinas Wealth Consulting reported no remaining Aimco position as of Q1 2021 after selling out during the quarter.
Carolinas Wealth Consulting sold 6 Aimco shares in Q1 2021.
Carolinas Wealth Consulting first reported a position in Aimco in Q2 2020 and held it in 3 quarters.
Carolinas Wealth Consulting's Aimco position peaked at $2K in Q2 2020.
236 funds tracked by Wall St. Rank held Aimco as of Q1 2021.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2021, filed 17 May 2021.