LWAM
AIV

Legacy Wealth Asset Management’s Aimco AIV Stock Holding History

Legacy Wealth 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
2025
Q3 		– Sell
-11,757
Closed -$102K – 360
2025
Q2 		$102K Buy
11,757
+220
+2% +$1.78K 0.03% 347
2025
Q1 		$102K Sell
11,537
-9
-0.1% -$80 0.03% 338
2024
Q4 		$105K Buy
11,546
+67
+0.6% +$579 0.03% 347
2024
Q3 		$104K Buy
11,479
+133
+1% +$1.18K 0.03% 344
2024
Q2 		$94.1K Buy
11,346
+343
+3% +$2.77K 0.03% 337
2024
Q1 		$90.1K Buy
11,003
+286
+3% +$2.18K 0.03% 341
2023
Q4 		$83.9K Sell
10,717
-31
-0.3% -$209 0.03% 335
2023
Q3 		$73.1K Buy
10,748
+20
+0.2% +$159 0.03% 330
2023
Q2 		$91.4K Buy
10,728
+14
+0.1% +$114 0.03% 332
2023
Q1 		$82.4K Buy
10,714
+71
+0.7% +$529 0.03% 332
2022
Q4 		$75.8K Buy
10,643
+281
+3% +$2.14K 0.03% 332
2022
Q3 		$76K Sell
10,362
-9
-0.1% -$74 0.03% 311
2022
Q2 		$66K Buy
10,371
+164
+2% +$1.03K 0.03% 304
2022
Q1 		$75K Buy
+10,207
New +$72.6K 0.03% 316

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
NM
Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.32B AUM 132.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UFM
Ursa Fund Management Danville, California $1.28B AUM 89.08% 1-Year Est. Return

Legacy Wealth Asset Management's AIV Position: Q3 2025 in Review

Legacy Wealth Asset Management sold out of Aimco (AIV) in Q3 2025, closing a stake of 11,757 shares — an estimated $102K sold.

Legacy Wealth Asset Management first reported a position in AIV in Q1 2022 and held it in 14 quarters. The position peaked at $105K in Q4 2024. 212 funds tracked by Wall St. Rank hold AIV as of Q3 2025.

  • Legacy Wealth Asset Management reported no remaining Aimco position as of Q3 2025 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 11,757 Aimco shares in Q3 2025, an estimated $102K.
  • Legacy Wealth Asset Management first reported a position in Aimco in Q1 2022 and held it in 14 quarters.
  • Legacy Wealth Asset Management's Aimco position peaked at $105K in Q4 2024.
  • 212 funds tracked by Wall St. Rank held Aimco as of Q3 2025.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2025, filed 14 Oct 2025.