Commonwealth Equity Services’s Aimco AIV Stock Holding History

Commonwealth Equity 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
2023 Q1	–	Sell	-14,175	Closed	-$100K	–	3775
2022 Q4	$100K	Sell	14,175 -98,030	-87%	-$747K	﹤0.01%	3416
2022 Q3	$819K	Sell	112,205 -634	-0.6%	-$5.2K	﹤0.01%	2042
2022 Q2	$722K	Sell	112,839 -4,959	-4%	-$31.3K	﹤0.01%	2151
2022 Q1	$862K	Sell	117,798 -20,862	-15%	-$148K	﹤0.01%	2111
2021 Q4	$1.07M	Buy	138,660 +168	+0.1%	+$1.28K	﹤0.01%	1937
2021 Q3	$948K	Buy	138,492 +1,000	+0.7%	+$6.88K	﹤0.01%	1962
2021 Q2	$922K	Buy	+137,492	New	+$946K	﹤0.01%	1971
2020 Q4	–	Sell	-84,121	Closed	-$377K	–	3199
2020 Q3	$377K	Buy	84,121 +27,475	+49%	+$133K	﹤0.01%	2182
2020 Q2	$284K	Buy	56,646 +803	+1%	+$3.98K	﹤0.01%	2314
2020 Q1	$261K	Buy	+55,843	New	+$358K	﹤0.01%	2169

Other funds holding AIV

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return

LBIM

Land & Buildings Investment Management Stamford, Connecticut $583M AUM 24.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPC

Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Commonwealth Equity Services's AIV Position: Q1 2023 in Review

Commonwealth Equity Services sold out of Aimco (AIV) in Q1 2023, closing a stake of 14,175 shares — an estimated $100K sold.

Commonwealth Equity Services first reported a position in AIV in Q1 2020 and held it in 10 quarters. The position peaked at $1.07M in Q4 2021. 187 funds tracked by Wall St. Rank hold AIV as of Q1 2023.

Commonwealth Equity Services reported no remaining Aimco position as of Q1 2023 after selling out during the quarter.
Commonwealth Equity Services sold 14,175 Aimco shares in Q1 2023, an estimated $100K.
Commonwealth Equity Services first reported a position in Aimco in Q1 2020 and held it in 10 quarters.
Commonwealth Equity Services's Aimco position peaked at $1.07M in Q4 2021.
187 funds tracked by Wall St. Rank held Aimco as of Q1 2023.

Based on Commonwealth Equity Services's 13F filing for Q1 2023, filed 11 May 2023.