FGAM
AIV

Financial Gravity Asset Management’s Aimco AIV Stock Holding History

Financial Gravity Asset Management’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
2019
Q4 		– Sell
-525
Closed -$4K – 1369
2019
Q3 		$4K Sell
525
-76
-13% -$515 ﹤0.01% 723
2019
Q2 		$4K Hold
601
– – ﹤0.01% 712
2019
Q1 		$4K Buy
+601
New +$3.88K ﹤0.01% 720

Other funds holding AIV

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Financial Gravity Asset Management's AIV Position: Q4 2019 in Review

Financial Gravity Asset Management sold out of Aimco (AIV) in Q4 2019, closing a stake of 525 shares — an estimated $4K sold.

Financial Gravity Asset Management first reported a position in AIV in Q1 2019 and held it in 3 quarters. The position peaked at $4K in Q3 2019. 360 funds tracked by Wall St. Rank hold AIV as of Q4 2019.

  • Financial Gravity Asset Management reported no remaining Aimco position as of Q4 2019 after selling out during the quarter.
  • Financial Gravity Asset Management sold 525 Aimco shares in Q4 2019, an estimated $4K.
  • Financial Gravity Asset Management first reported a position in Aimco in Q1 2019 and held it in 3 quarters.
  • Financial Gravity Asset Management's Aimco position peaked at $4K in Q3 2019.
  • 360 funds tracked by Wall St. Rank held Aimco as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.