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 $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UFM
Ursa Fund Management Danville, California $32.7M AUM 30.27% 1-Year Est. Return