NFG
AIV

Next Financial Group’s Aimco AIV Stock Holding History

Next Financial Group’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
2021
Q4 		$1K Hold
182
– – ﹤0.01% 2687
2021
Q3 		$1K Buy
+182
New +$1.25K ﹤0.01% 2563
2020
Q2 		– Sell
-886
Closed -$4K – 626
2020
Q1 		$4K Buy
886
+706
+392% +$4.52K ﹤0.01% 1735
2019
Q4 		$1K Hold
180
– – ﹤0.01% 2249
2019
Q3 		$1K Hold
180
– – ﹤0.01% 2188
2019
Q2 		$1K Buy
+180
New +$1.2K ﹤0.01% 2184
2019
Q1 		– Sell
-188
Closed -$1K – 1626
2018
Q4 		$1K Buy
+188
New +$1.12K ﹤0.01% 1817
2017
Q4 		– Sell
-7,657
Closed -$46K – 305
2017
Q3 		$46K Sell
7,657
-12,146
-61% -$72.5K 0.01% 716
2017
Q2 		$113K Sell
19,803
-1,877
-9% -$10.9K 0.03% 505
2017
Q1 		$126K Sell
21,680
-2,627
-11% -$15.7K 0.04% 424
2016
Q4 		$147K Sell
24,307
-188
-0.8% -$1.07K 0.03% 568
2016
Q3 		$150K Buy
24,495
+2,628
+12% +$15.8K 0.03% 543
2016
Q2 		$128K Buy
21,867
+375
+2% +$2.08K 0.04% 398
2016
Q1 		$119K Buy
21,492
+751
+4% +$3.85K 0.04% 380
2015
Q4 		$110K Buy
20,741
+3,753
+22% +$19.3K 0.04% 392
2015
Q3 		$83K Buy
16,988
+2,627
+18% +$13.3K 0.03% 484
2015
Q2 		$70K Hold
14,361
– – 0.02% 569
2015
Q1 		$75K Sell
14,361
-750
-5% -$3.9K 0.02% 552
2014
Q4 		$75K Sell
15,111
-1,877
-11% -$8.94K 0.02% 537
2014
Q3 		$72K Hold
16,988
– – 0.01% 779
2014
Q2 		$75K Buy
+16,988
New +$70.3K 0.04% 280

Other funds holding AIV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Next Financial Group's AIV Position: Q4 2021 in Review

Next Financial Group held its Aimco (AIV) position steady in Q4 2021 at 182 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2687.

Next Financial Group first reported a position in AIV in Q2 2014 and has held it in 21 quarters since. The position peaked at $150K in Q3 2016. 198 funds tracked by Wall St. Rank hold AIV as of Q4 2021.

  • Next Financial Group held 182 shares of Aimco worth $1K as of Q4 2021.
  • Next Financial Group left its Aimco share count unchanged in Q4 2021.
  • Aimco made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2687 holding.
  • Next Financial Group first reported a position in Aimco in Q2 2014 and has held it in 21 quarters since.
  • Next Financial Group's Aimco position peaked at $150K in Q3 2016.
  • 198 funds tracked by Wall St. Rank held Aimco as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.