GWMIA
AIV

Global Wealth Management Investment Advisory’s Aimco AIV Stock Holding History

Global Wealth Management Investment Advisory’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 		– Sell
-9,858
Closed -$61K – 432
2021
Q1 		$61K Buy
9,858
+7,928
+411% +$40.2K 0.02% 186
2020
Q4 		$10K Sell
1,930
-10,787
-85% -$47.9K ﹤0.01% 275
2020
Q3 		$57K Buy
12,717
+2,005
+19% +$9.72K 0.02% 170
2020
Q2 		$54K Buy
10,712
+3,738
+54% +$18.5K 0.02% 183
2020
Q1 		$33K Buy
6,974
+3,453
+98% +$22.1K 0.02% 197
2019
Q4 		$24K Buy
+3,521
New +$24.9K 0.01% 253

Other funds holding AIV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
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

Global Wealth Management Investment Advisory's AIV Position: Q2 2021 in Review

Global Wealth Management Investment Advisory sold out of Aimco (AIV) in Q2 2021, closing a stake of 9,858 shares — an estimated $61K sold.

Global Wealth Management Investment Advisory first reported a position in AIV in Q4 2019 and held it in 6 quarters. The position peaked at $61K in Q1 2021. 212 funds tracked by Wall St. Rank hold AIV as of Q2 2021.

  • Global Wealth Management Investment Advisory reported no remaining Aimco position as of Q2 2021 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 9,858 Aimco shares in Q2 2021, an estimated $61K.
  • Global Wealth Management Investment Advisory first reported a position in Aimco in Q4 2019 and held it in 6 quarters.
  • Global Wealth Management Investment Advisory's Aimco position peaked at $61K in Q1 2021.
  • 212 funds tracked by Wall St. Rank held Aimco as of Q2 2021.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2021, filed 11 Aug 2021.