EW
AIV

Evoke Wealth’s Aimco AIV Stock Holding History

Evoke Wealth’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
2021
Q3 		– Sell
-9
Closed -$60K – 1135
2021
Q2 		$60K Hold
9
– – ﹤0.01% 504
2021
Q1 		$0 Hold
9
– – ﹤0.01% 1160
2020
Q4 		$0 Sell
9
-111
-93% -$493 ﹤0.01% 1028
2020
Q3 		$1K Hold
120
– – ﹤0.01% 897
2020
Q2 		$1K Buy
120
+97
+422% +$481 ﹤0.01% 936
2020
Q1 		$105 Sell
23
-11,710
-100% -$75K ﹤0.01% 1105
2019
Q4 		$80.7K Hold
11,733
– – 0.01% 346
2019
Q3 		$81.5K Buy
+11,733
New +$79.4K 0.01% 402

Other funds holding AIV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SC
Sessa Capital New York $5.98B AUM 99.85% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Evoke Wealth's AIV Position: Q3 2021 in Review

Evoke Wealth sold out of Aimco (AIV) in Q3 2021, closing a stake of 9 shares — an estimated $60K sold.

Evoke Wealth first reported a position in AIV in Q3 2019 and held it in 8 quarters. The position peaked at $81.5K in Q3 2019. 194 funds tracked by Wall St. Rank hold AIV as of Q3 2021.

  • Evoke Wealth reported no remaining Aimco position as of Q3 2021 after selling out during the quarter.
  • Evoke Wealth sold 9 Aimco shares in Q3 2021, an estimated $60K.
  • Evoke Wealth first reported a position in Aimco in Q3 2019 and held it in 8 quarters.
  • Evoke Wealth's Aimco position peaked at $81.5K in Q3 2019.
  • 194 funds tracked by Wall St. Rank held Aimco as of Q3 2021.

Based on Evoke Wealth's 13F filing for Q3 2021, filed 12 Nov 2021.