IWA
AIV

IBEX Wealth Advisors’s Aimco AIV Stock Holding History

IBEX Wealth Advisors’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
-54,521
Closed -$288K – 113
2020
Q4 		$288K Sell
54,521
-332,680
-86% -$1.48M 0.08% 96
2020
Q3 		$1.74M Buy
387,201
+2,170
+0.6% +$10.5K 0.5% 69
2020
Q2 		$1.93M Sell
385,031
-7,845
-2% -$38.9K 0.62% 67
2020
Q1 		$1.84M Sell
392,876
-11,553
-3% -$74K 0.72% 58
2019
Q4 		$2.78M Buy
404,429
+15,216
+4% +$108K 0.85% 48
2019
Q3 		$2.7M Sell
389,213
-2,192
-0.6% -$14.8K 0.9% 52
2019
Q2 		$2.61M Buy
391,405
+25,944
+7% +$173K 0.75% 48
2019
Q1 		$2.45M Buy
365,461
+135,595
+59% +$875K 0.86% 51
2018
Q4 		$1.34M Buy
229,866
+128,607
+127% +$765K 0.61% 49
2018
Q3 		$591K Buy
+101,259
New +$583K 0.21% 82

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 $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

IBEX Wealth Advisors's AIV Position: Q1 2021 in Review

IBEX Wealth Advisors sold out of Aimco (AIV) in Q1 2021, closing a stake of 54,521 shares — an estimated $288K sold.

IBEX Wealth Advisors first reported a position in AIV in Q3 2018 and held it in 10 quarters. The position peaked at $2.78M in Q4 2019. 236 funds tracked by Wall St. Rank hold AIV as of Q1 2021.

  • IBEX Wealth Advisors reported no remaining Aimco position as of Q1 2021 after selling out during the quarter.
  • IBEX Wealth Advisors sold 54,521 Aimco shares in Q1 2021, an estimated $288K.
  • IBEX Wealth Advisors first reported a position in Aimco in Q3 2018 and held it in 10 quarters.
  • IBEX Wealth Advisors's Aimco position peaked at $2.78M in Q4 2019.
  • 236 funds tracked by Wall St. Rank held Aimco as of Q1 2021.

Based on IBEX Wealth Advisors's 13F filing for Q1 2021, filed 5 May 2021.