CSWM
AIV

Cassady Schiller Wealth Management’s Aimco AIV Stock Holding History

Cassady Schiller 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
2024
Q4 		$327 Buy
+36
New +$311 ﹤0.01% 1032

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 $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return
ICM
Irenic Capital Management New York $1.54B AUM 12.79% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
VCM
V3 Capital Management Dallas, Texas $33.4M AUM 5.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cassady Schiller Wealth Management's AIV Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Aimco (AIV) in Q4 2024: 36 shares worth $327. The stake represents ﹤0.01% of the portfolio and ranks #1032 among its holdings.

201 funds tracked by Wall St. Rank hold AIV as of Q4 2024.

  • Cassady Schiller Wealth Management held 36 shares of Aimco worth $327 as of Q4 2024.
  • Aimco was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Aimco made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #1032 holding.
  • 201 funds tracked by Wall St. Rank held Aimco as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.