NW
AIV

NewEdge Wealth’s Aimco AIV Stock Holding History

NewEdge 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
2025
Q3 		– Sell
-13,874
Closed -$116K – 1020
2025
Q2 		$116K Sell
13,874
-1,629
-11% -$13.2K ﹤0.01% 949
2025
Q1 		$136K Sell
15,503
-3,645
-19% -$32.4K ﹤0.01% 909
2024
Q4 		$174K Buy
19,148
+212
+1% +$1.83K ﹤0.01% 891
2024
Q3 		$171K Buy
18,936
+52
+0.3% +$462 ﹤0.01% 846
2024
Q2 		$157K Sell
18,884
-128
-0.7% -$1.03K ﹤0.01% 738
2024
Q1 		$154K Sell
19,012
-667
-3% -$5.09K ﹤0.01% 782
2023
Q4 		$154K Sell
19,679
-279
-1% -$1.88K ﹤0.01% 718
2023
Q3 		$136K Sell
19,958
-422
-2% -$3.36K ﹤0.01% 631
2023
Q2 		$174K Sell
20,380
-180
-0.9% -$1.46K 0.01% 613
2023
Q1 		$158K Buy
20,560
+371
+2% +$2.77K 0.01% 590
2022
Q4 		$144K Buy
20,189
+50
+0.2% +$381 0.01% 522
2022
Q3 		$147K Buy
20,139
+3,700
+23% +$30.3K 0.01% 501
2022
Q2 		$105K Buy
+16,439
New +$104K ﹤0.01% 542

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