CIA
AIV

CSat Investment Advisory’s Aimco AIV Stock Holding History

CSat Investment Advisory’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
-19,750
Closed -$89K – 534
2020
Q3 		$89K Buy
19,750
+3,866
+24% +$18.7K 0.01% 511
2020
Q2 		$79K Buy
15,884
+9,924
+167% +$49.2K 0.01% 555
2020
Q1 		$28K Sell
5,960
-443
-7% -$2.84K 0.01% 665
2019
Q4 		$44K Buy
6,403
+923
+17% +$6.52K 0.01% 638
2019
Q3 		$38K Sell
5,480
-315
-5% -$2.13K 0.01% 621
2019
Q2 		$39K Sell
5,795
-255
-4% -$1.71K 0.01% 615
2019
Q1 		$41K Buy
6,050
+645
+12% +$4.16K 0.02% 181
2018
Q4 		$32K Buy
5,405
+188
+4% +$1.12K 0.02% 188
2018
Q3 		$31K Buy
5,217
+480
+10% +$2.76K 0.02% 171
2018
Q2 		$27K Buy
+4,737
New +$25.7K 0.01% 178

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 $204B AUM 27.99% 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

CSat Investment Advisory's AIV Position: Q4 2020 in Review

CSat Investment Advisory sold out of Aimco (AIV) in Q4 2020, closing a stake of 19,750 shares — an estimated $89K sold.

CSat Investment Advisory first reported a position in AIV in Q2 2018 and held it in 10 quarters. The position peaked at $89K in Q3 2020. 263 funds tracked by Wall St. Rank hold AIV as of Q4 2020.

  • CSat Investment Advisory reported no remaining Aimco position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 19,750 Aimco shares in Q4 2020, an estimated $89K.
  • CSat Investment Advisory first reported a position in Aimco in Q2 2018 and held it in 10 quarters.
  • CSat Investment Advisory's Aimco position peaked at $89K in Q3 2020.
  • 263 funds tracked by Wall St. Rank held Aimco as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.