KCS Wealth Advisory’s Aimco AIV Stock Holding History

KCS Wealth 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
2023 Q3	$2.15M	Sell	316,768 -57,658	-15%	-$459K	0.92%	33
2023 Q2	$3.19M	Sell	374,426 -1,761	-0.5%	-$14.3K	1.11%	24
2023 Q1	$2.89M	Buy	376,187 +45,942	+14%	+$343K	1.09%	26
2022 Q4	$2.35M	Buy	330,245 +11,783	+4%	+$89.8K	0.98%	36
2022 Q3	$2.33M	Buy	318,462 +15,919	+5%	+$131K	1.07%	29
2022 Q2	$1.94M	Buy	302,543 +72,851	+32%	+$460K	0.86%	40
2022 Q1	$1.68M	Buy	229,692 +16,551	+8%	+$118K	0.78%	49
2021 Q4	$1.65M	Buy	213,141 +70,018	+49%	+$535K	0.66%	48
2021 Q3	$980K	Buy	143,123 +13,511	+10%	+$93K	0.46%	74
2021 Q2	$870K	Buy	129,612 +12,973	+11%	+$89.2K	0.41%	81
2021 Q1	$716K	Buy	116,639 +76,174	+188%	+$386K	0.37%	81
2020 Q4	$214K	Buy	+40,465	New	+$180K	0.14%	141

Other funds holding AIV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LBIM

Land & Buildings Investment Management Stamford, Connecticut $591M AUM 10.19% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

KCS Wealth Advisory's AIV Position: Q3 2023 in Review

KCS Wealth Advisory reduced its Aimco (AIV) stake by 15% in Q3 2023, selling an estimated $459K and leaving 316,768 shares worth $2.15M. The position accounts for 0.92% of the portfolio, ranked #33.

KCS Wealth Advisory first reported a position in AIV in Q4 2020 and has held it in 12 quarters since. The position peaked at $3.19M in Q2 2023. 194 funds tracked by Wall St. Rank hold AIV as of Q3 2023.

KCS Wealth Advisory held 316,768 shares of Aimco worth $2.15M as of Q3 2023.
KCS Wealth Advisory sold 57,658 Aimco shares in Q3 2023, an estimated $459K.
Aimco made up 0.92% of KCS Wealth Advisory's portfolio in Q3 2023, its #33 holding.
KCS Wealth Advisory first reported a position in Aimco in Q4 2020 and has held it in 12 quarters since.
KCS Wealth Advisory's Aimco position peaked at $3.19M in Q2 2023.
194 funds tracked by Wall St. Rank held Aimco as of Q3 2023.

Based on KCS Wealth Advisory's 13F filing for Q3 2023, filed 3 Nov 2023.