FCH
AIV

Freestone Capital Holdings’s Aimco AIV Stock Holding History

Freestone Capital Holdings’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
Q1 		– Sell
-8,422
Closed -$44.5K – 413
2020
Q4 		$44.5K Buy
+8,422
New +$37.4K ﹤0.01% 593
2013
Q4 		– Sell
-182,415
Closed -$632K – 295
2013
Q3 		$632K Buy
+182,415
New +$708K 0.11% 187

Other funds holding AIV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SC
Sessa Capital New York $5.98B AUM 99.85% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Freestone Capital Holdings's AIV Position: Q1 2021 in Review

Freestone Capital Holdings sold out of Aimco (AIV) in Q1 2021, closing a stake of 8,422 shares — an estimated $44.5K sold.

Freestone Capital Holdings first reported a position in AIV in Q3 2013 and held it in 2 quarters. The position peaked at $632K in Q3 2013. 236 funds tracked by Wall St. Rank hold AIV as of Q1 2021.

  • Freestone Capital Holdings reported no remaining Aimco position as of Q1 2021 after selling out during the quarter.
  • Freestone Capital Holdings sold 8,422 Aimco shares in Q1 2021, an estimated $44.5K.
  • Freestone Capital Holdings first reported a position in Aimco in Q3 2013 and held it in 2 quarters.
  • Freestone Capital Holdings's Aimco position peaked at $632K in Q3 2013.
  • 236 funds tracked by Wall St. Rank held Aimco as of Q1 2021.

Based on Freestone Capital Holdings's 13F filing for Q1 2021, filed 17 May 2021.