Institutional & Family Asset Management’s Aimco AIV Stock Holding History

Institutional & Family Asset Management’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	-100	Closed	-$1K	–	942
2021 Q1	$1K	Hold	100	–	–	﹤0.01%	836
2020 Q4	$1K	Sell	100 -666	-87%	-$2.96K	﹤0.01%	818
2020 Q3	$3K	Hold	766	–	–	﹤0.01%	631
2020 Q2	$4K	Hold	766	–	–	﹤0.01%	595
2020 Q1	$4K	Hold	766	–	–	﹤0.01%	549
2019 Q4	$5K	Sell	766 -120	-14%	-$848	﹤0.01%	586
2019 Q3	$6K	Hold	886	–	–	﹤0.01%	529
2019 Q2	$6K	Hold	886	–	–	﹤0.01%	556
2019 Q1	$6K	Sell	886 -7	-0.8%	-$45	﹤0.01%	567
2018 Q4	$5K	Hold	893	–	–	﹤0.01%	577
2018 Q3	$5K	Hold	893	–	–	﹤0.01%	601
2018 Q2	$5K	Hold	893	–	–	﹤0.01%	599
2018 Q1	$5K	Buy	+893	New	+$4.78K	﹤0.01%	582

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

Institutional & Family Asset Management's AIV Position: Q2 2021 in Review

Institutional & Family Asset Management sold out of Aimco (AIV) in Q2 2021, closing a stake of 100 shares — an estimated $1K sold.

Institutional & Family Asset Management first reported a position in AIV in Q1 2018 and held it in 13 quarters. The position peaked at $6K in Q3 2019. 212 funds tracked by Wall St. Rank hold AIV as of Q2 2021.

Institutional & Family Asset Management reported no remaining Aimco position as of Q2 2021 after selling out during the quarter.
Institutional & Family Asset Management sold 100 Aimco shares in Q2 2021, an estimated $1K.
Institutional & Family Asset Management first reported a position in Aimco in Q1 2018 and held it in 13 quarters.
Institutional & Family Asset Management's Aimco position peaked at $6K in Q3 2019.
212 funds tracked by Wall St. Rank held Aimco as of Q2 2021.

Based on Institutional & Family Asset Management's 13F filing for Q2 2021, filed 10 Aug 2021.