FormulaFolio Investments’s Aimco AIV Stock Holding History

FormulaFolio Investments’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 Q2	$1K	Hold	125	–	–	﹤0.01%	448
2021 Q1	$1K	Buy	+125	New	+$633	﹤0.01%	418
2019 Q3	–	Sell	-49,627	Closed	-$331K	–	338
2019 Q2	$331K	Buy	+49,627	New	+$332K	0.01%	259
2016 Q4	–	Sell	-201,047	Closed	-$1.23M	–	184
2016 Q3	$1.23M	Buy	+201,047	New	+$1.21M	0.18%	45

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

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

LPC

Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ECM

ExodusPoint Capital Management New York $12.6B AUM 30.13% 1-Year Est. Return

FormulaFolio Investments's AIV Position: Q2 2021 in Review

FormulaFolio Investments held its Aimco (AIV) position steady in Q2 2021 at 125 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #448.

FormulaFolio Investments first reported a position in AIV in Q3 2016 and has held it in 4 quarters since. The position peaked at $1.23M in Q3 2016. 212 funds tracked by Wall St. Rank hold AIV as of Q2 2021.

FormulaFolio Investments held 125 shares of Aimco worth $1K as of Q2 2021.
FormulaFolio Investments left its Aimco share count unchanged in Q2 2021.
Aimco made up ﹤0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #448 holding.
FormulaFolio Investments first reported a position in Aimco in Q3 2016 and has held it in 4 quarters since.
FormulaFolio Investments's Aimco position peaked at $1.23M in Q3 2016.
212 funds tracked by Wall St. Rank held Aimco as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.