GWS
AIV

Glassman Wealth Services’s Aimco AIV Stock Holding History

Glassman Wealth Services’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
2024
Q1 		– Sell
-34
Closed -$266 – 256
2023
Q4 		$266 Sell
34
-17
-33% -$115 ﹤0.01% 1843
2023
Q3 		$347 Hold
51
– – ﹤0.01% 1803
2023
Q2 		$435 Hold
51
– – ﹤0.01% 1667
2023
Q1 		$392 Hold
51
– – ﹤0.01% 1661
2022
Q4 		$363 Hold
51
– – ﹤0.01% 1684
2022
Q3 		$0 Hold
51
– – ﹤0.01% 1628
2022
Q2 		$0 Buy
+51
New +$322 ﹤0.01% 1639
2021
Q3 		– Sell
-3
Closed – – 1568
2021
Q2 		$0 Hold
3
– – ﹤0.01% 1434
2021
Q1 		$0 Hold
3
– – ﹤0.01% 1379
2020
Q4 		$0 Sell
3
-27
-90% -$120 ﹤0.01% 1333
2020
Q3 		$0 Hold
30
– – ﹤0.01% 1309
2020
Q2 		$0 Hold
30
– – ﹤0.01% 1195
2020
Q1 		$0 Sell
30
-1,028
-97% -$6.58K ﹤0.01% 1100
2019
Q4 		$7K Hold
1,058
– – ﹤0.01% 531
2019
Q3 		$7K Hold
1,058
– – ﹤0.01% 487
2019
Q2 		$7K Sell
1,058
-856
-45% -$5.72K ﹤0.01% 495
2019
Q1 		$13K Sell
1,914
-1,119
-37% -$7.22K 0.01% 410
2018
Q4 		$18K Hold
3,033
– – 0.01% 307
2018
Q3 		$18K Hold
3,033
– – 0.01% 336
2018
Q2 		$17K Hold
3,033
– – 0.01% 316
2018
Q1 		$16K Sell
3,033
-1,471
-33% -$7.88K 0.01% 313
2017
Q4 		$26K Buy
4,504
+4,481
+19,483% +$26.4K 0.02% 221
2017
Q3 		$0 Hold
23
– – ﹤0.01% 538
2017
Q2 		$0 Hold
23
– – ﹤0.01% 531
2017
Q1 		$0 Buy
+23
New +$137 ﹤0.01% 561
2016
Q4 		– Sell
-158
Closed -$1K – 610
2016
Q3 		$1K Buy
+158
New +$951 ﹤0.01% 417

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
V3 Capital Management Dallas, Texas $33.4M AUM 5.9% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $19.7B AUM 39.39% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
ICM
Irenic Capital Management New York $2.08B AUM 19.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Glassman Wealth Services's AIV Position: Q1 2024 in Review

Glassman Wealth Services sold out of Aimco (AIV) in Q1 2024, closing a stake of 34 shares — an estimated $266 sold.

Glassman Wealth Services first reported a position in AIV in Q3 2016 and held it in 26 quarters. The position peaked at $26K in Q4 2017. 177 funds tracked by Wall St. Rank hold AIV as of Q1 2024.

  • Glassman Wealth Services reported no remaining Aimco position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 34 Aimco shares in Q1 2024, an estimated $266.
  • Glassman Wealth Services first reported a position in Aimco in Q3 2016 and held it in 26 quarters.
  • Glassman Wealth Services's Aimco position peaked at $26K in Q4 2017.
  • 177 funds tracked by Wall St. Rank held Aimco as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.