Kore Private Wealth’s Aimco AIV Stock Holding History

Kore Private Wealth’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
2020 Q3	–	Sell	-518	Closed	-$2K	–	296
2020 Q2	$2K	Hold	518	–	–	﹤0.01%	1025
2020 Q1	$2K	Sell	518 -4,016	-89%	-$25.7K	﹤0.01%	903
2019 Q4	$31K	Buy	+4,534	New	+$32K	0.01%	551

Other funds holding AIV

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Kore Private Wealth's AIV Position: Q3 2020 in Review

Kore Private Wealth sold out of Aimco (AIV) in Q3 2020, closing a stake of 518 shares — an estimated $2K sold.

Kore Private Wealth first reported a position in AIV in Q4 2019 and held it in 3 quarters. The position peaked at $31K in Q4 2019. 315 funds tracked by Wall St. Rank hold AIV as of Q3 2020.

Kore Private Wealth reported no remaining Aimco position as of Q3 2020 after selling out during the quarter.
Kore Private Wealth sold 518 Aimco shares in Q3 2020, an estimated $2K.
Kore Private Wealth first reported a position in Aimco in Q4 2019 and held it in 3 quarters.
Kore Private Wealth's Aimco position peaked at $31K in Q4 2019.
315 funds tracked by Wall St. Rank held Aimco as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.