JMPWA
AIV

JP Morgan Private Wealth Advisors’s Aimco AIV Stock Holding History

JP Morgan Private 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
2023
Q3 		$151K Sell
22,257
-876
-4% -$6.97K ﹤0.01% 1659
2023
Q2 		$197K Sell
23,133
-2,135
-8% -$17.4K ﹤0.01% 1396
2023
Q1 		$194K Sell
25,268
-5,491
-18% -$40.9K ﹤0.01% 1844
2022
Q4 		$219K Buy
30,759
+353
+1% +$2.69K ﹤0.01% 1783
2022
Q3 		$222K Hold
30,406
– – ﹤0.01% 1768
2022
Q2 		$195K Sell
30,406
-355
-1% -$2.24K ﹤0.01% 1828
2022
Q1 		$225K Sell
30,761
-1,003
-3% -$7.14K ﹤0.01% 1867
2021
Q4 		$245K Buy
31,764
+835
+3% +$6.38K ﹤0.01% 1834
2021
Q3 		$212K Buy
30,929
+19,972
+182% +$137K ﹤0.01% 1836
2021
Q2 		$74K Sell
10,957
-82
-0.7% -$564 ﹤0.01% 1877
2021
Q1 		$68K Sell
11,039
-746
-6% -$3.78K ﹤0.01% 1729
2020
Q4 		$62K Sell
11,785
-131,888
-92% -$586K ﹤0.01% 1689
2020
Q3 		$645K Sell
143,673
-28,180
-16% -$137K ﹤0.01% 1055
2020
Q2 		$862K Buy
171,853
+28,225
+20% +$140K ﹤0.01% 870
2020
Q1 		$673K Buy
143,628
+2,245
+2% +$14.4K ﹤0.01% 832
2019
Q4 		$973K Buy
141,383
+2,229
+2% +$15.7K ﹤0.01% 803
2019
Q3 		$967K Sell
139,154
-5,014
-3% -$34K 0.01% 770
2019
Q2 		$963K Sell
144,168
-33,120
-19% -$221K 0.01% 764
2019
Q1 		$1.19M Sell
177,288
-4,895
-3% -$31.6K 0.01% 739
2018
Q4 		$1.06M Sell
182,183
-75,773
-29% -$450K 0.01% 734
2018
Q3 		$1.52M Buy
257,956
+85,149
+49% +$490K 0.01% 688
2018
Q2 		$974K Buy
+172,807
New +$939K 0.01% 783

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 $6.73T AUM 46.02% 1-Year Est. Return
LBIM
Land & Buildings Investment Management Stamford, Connecticut $591M AUM 10.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 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 $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

JP Morgan Private Wealth Advisors's AIV Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Aimco (AIV) stake by 3.8% in Q3 2023, selling an estimated $6.97K and leaving 22,257 shares worth $151K. The position accounts for ﹤0.01% of the portfolio, ranked #1659.

JP Morgan Private Wealth Advisors first reported a position in AIV in Q2 2018 and has held it in 22 quarters since. The position peaked at $1.52M in Q3 2018. 194 funds tracked by Wall St. Rank hold AIV as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 22,257 shares of Aimco worth $151K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 876 Aimco shares in Q3 2023, an estimated $6.97K.
  • Aimco made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1659 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Aimco in Q2 2018 and has held it in 22 quarters since.
  • JP Morgan Private Wealth Advisors's Aimco position peaked at $1.52M in Q3 2018.
  • 194 funds tracked by Wall St. Rank held Aimco as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.