EWA
AIV

EverSource Wealth Advisors’s Aimco AIV Stock Holding History

EverSource Wealth Advisors’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
2026
Q1 		$1.09K Buy
269
+200
+290% +$1.05K ﹤0.01% 3825
2025
Q4 		$410 Buy
+69
New +$413 ﹤0.01% 3914
2025
Q3 		– Sell
-88
Closed -$761 – 4324
2025
Q2 		$761 Sell
88
-10
-10% -$81 ﹤0.01% 3796
2025
Q1 		$862 Buy
98
+93
+1,860% +$826 ﹤0.01% 3282
2024
Q4 		$45 Buy
+5
New +$43 ﹤0.01% 3649
2023
Q3 		– Sell
-19
Closed -$162 – 2497
2023
Q2 		$162 Hold
19
– – ﹤0.01% 2429
2023
Q1 		$146 Hold
19
– – ﹤0.01% 2320
2022
Q4 		$135 Hold
19
– – ﹤0.01% 2270
2022
Q3 		$0 Buy
+19
New +$156 ﹤0.01% 1961

Other funds holding AIV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WAM
Weiss Asset Management Boston, Massachusetts $5.43B AUM 42.42% 1-Year Est. Return
ICM
Irenic Capital Management New York $1.1B AUM 12.79% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
OCAM
Owl Creek Asset Management New York $518M AUM 59.67% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
HF
HRT Financial New York $26B AUM 58.22% 1-Year Est. Return