LWAC
AIV

Laurel Wealth Advisors (California)’s Aimco AIV Stock Holding History

Laurel Wealth Advisors (California)’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
2022
Q2 		– Sell
-27,364
Closed -$200K – 649
2022
Q1 		$200K Sell
27,364
-2,748
-9% -$19.6K 0.02% 731
2021
Q4 		$232K Sell
30,112
-2,243
-7% -$17.1K 0.02% 706
2021
Q3 		$222K Buy
32,355
+660
+2% +$4.54K 0.04% 414
2021
Q2 		$213K Buy
+31,695
New +$218K 0.03% 481

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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LBIM
Land & Buildings Investment Management Stamford, Connecticut $583M AUM 24.42% 1-Year Est. Return
SP
Solel Partners Boston, Massachusetts $588M AUM 14.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Laurel Wealth Advisors (California)'s AIV Position: Q2 2022 in Review

Laurel Wealth Advisors (California) sold out of Aimco (AIV) in Q2 2022, closing a stake of 27,364 shares — an estimated $200K sold.

Laurel Wealth Advisors (California) first reported a position in AIV in Q2 2021 and held it in 4 quarters. The position peaked at $232K in Q4 2021. 183 funds tracked by Wall St. Rank hold AIV as of Q2 2022.

  • Laurel Wealth Advisors (California) reported no remaining Aimco position as of Q2 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 27,364 Aimco shares in Q2 2022, an estimated $200K.
  • Laurel Wealth Advisors (California) first reported a position in Aimco in Q2 2021 and held it in 4 quarters.
  • Laurel Wealth Advisors (California)'s Aimco position peaked at $232K in Q4 2021.
  • 183 funds tracked by Wall St. Rank held Aimco as of Q2 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q2 2022, filed 12 Aug 2022.