EI
AIV

Ellevest Inc’s Aimco AIV Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-917
Closed -$7.05K – 397
2023
Q1 		$7.05K Buy
+917
New +$6.84K ﹤0.01% 1124
2021
Q1 		– Sell
-218
Closed -$1K – 1255
2020
Q4 		$1K Sell
218
-728
-77% -$3.23K ﹤0.01% 1018
2020
Q3 		$4K Buy
946
+646
+215% +$3.13K ﹤0.01% 788
2020
Q2 		$2K Buy
+300
New +$1.49K ﹤0.01% 861

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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LBIM
Land & Buildings Investment Management Stamford, Connecticut $583M AUM 24.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HT
HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return

Ellevest Inc's AIV Position: Q2 2023 in Review

Ellevest Inc sold out of Aimco (AIV) in Q2 2023, closing a stake of 917 shares — an estimated $7.05K sold.

Ellevest Inc first reported a position in AIV in Q2 2020 and held it in 4 quarters. The position peaked at $7.05K in Q1 2023. 197 funds tracked by Wall St. Rank hold AIV as of Q2 2023.

  • Ellevest Inc reported no remaining Aimco position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 917 Aimco shares in Q2 2023, an estimated $7.05K.
  • Ellevest Inc first reported a position in Aimco in Q2 2020 and held it in 4 quarters.
  • Ellevest Inc's Aimco position peaked at $7.05K in Q1 2023.
  • 197 funds tracked by Wall St. Rank held Aimco as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.