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Optimal Asset Management’s Aimco AIV Stock Holding History

Optimal 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
2021
Q1 		– Sell
-19,220
Closed -$101K – 351
2020
Q4 		$101K Sell
19,220
-125,856
-87% -$559K 0.01% 393
2020
Q3 		$652K Sell
145,076
-98,760
-41% -$479K 0.09% 306
2020
Q2 		$1.22M Sell
243,836
-153,154
-39% -$759K 0.2% 169
2020
Q1 		$1.86M Buy
396,990
+210,926
+113% +$1.35M 0.17% 200
2019
Q4 		$1.28M Buy
+186,064
New +$1.31M 0.19% 196

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
SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Optimal Asset Management's AIV Position: Q1 2021 in Review

Optimal Asset Management sold out of Aimco (AIV) in Q1 2021, closing a stake of 19,220 shares — an estimated $101K sold.

Optimal Asset Management first reported a position in AIV in Q4 2019 and held it in 5 quarters. The position peaked at $1.86M in Q1 2020. 236 funds tracked by Wall St. Rank hold AIV as of Q1 2021.

  • Optimal Asset Management reported no remaining Aimco position as of Q1 2021 after selling out during the quarter.
  • Optimal Asset Management sold 19,220 Aimco shares in Q1 2021, an estimated $101K.
  • Optimal Asset Management first reported a position in Aimco in Q4 2019 and held it in 5 quarters.
  • Optimal Asset Management's Aimco position peaked at $1.86M in Q1 2020.
  • 236 funds tracked by Wall St. Rank held Aimco as of Q1 2021.

Based on Optimal Asset Management's 13F filing for Q1 2021, filed 17 May 2021.