Evolution Wealth Advisors’s Aimco AIV Stock Holding History

Evolution 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
2020 Q4	–	Sell	-601	Closed	-$3K	–	575
2020 Q3	$3K	Hold	601	–	–	﹤0.01%	484
2020 Q2	$3K	Buy	+601	New	+$2.98K	﹤0.01%	417

Other funds holding AIV

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Evolution Wealth Advisors's AIV Position: Q4 2020 in Review

Evolution Wealth Advisors sold out of Aimco (AIV) in Q4 2020, closing a stake of 601 shares — an estimated $3K sold.

Evolution Wealth Advisors first reported a position in AIV in Q2 2020 and held it in 2 quarters. The position peaked at $3K in Q3 2020. 263 funds tracked by Wall St. Rank hold AIV as of Q4 2020.

Evolution Wealth Advisors reported no remaining Aimco position as of Q4 2020 after selling out during the quarter.
Evolution Wealth Advisors sold 601 Aimco shares in Q4 2020, an estimated $3K.
Evolution Wealth Advisors first reported a position in Aimco in Q2 2020 and held it in 2 quarters.
Evolution Wealth Advisors's Aimco position peaked at $3K in Q3 2020.
263 funds tracked by Wall St. Rank held Aimco as of Q4 2020.

Based on Evolution Wealth Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.