OIA
AIV

Optimum Investment Advisors’s Aimco AIV Stock Holding History

Optimum Investment Advisors’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
Q2 		– Sell
-2,684
Closed -$16K – 903
2021
Q1 		$16K Hold
2,684
– – ﹤0.01% 700
2020
Q4 		$14K Sell
2,684
-25,264
-90% -$112K ﹤0.01% 673
2020
Q3 		$126K Buy
27,948
+90
+0.3% +$436 0.04% 297
2020
Q2 		$140K Buy
27,858
+3,844
+16% +$19K 0.05% 277
2020
Q1 		$112K Buy
24,014
+3,753
+19% +$24K 0.05% 288
2019
Q4 		$139K Hold
20,261
– – 0.04% 329
2019
Q3 		$141K Buy
20,261
+3,754
+23% +$25.4K 0.04% 313
2019
Q2 		$110K Hold
16,507
– – 0.04% 359
2019
Q1 		$111K Buy
16,507
+11,252
+214% +$72.6K 0.04% 360
2018
Q4 		$31K Hold
5,255
– – 0.01% 555
2018
Q3 		$31K Hold
5,255
– – 0.01% 644
2018
Q2 		$30K Hold
5,255
– – 0.01% 641
2018
Q1 		$29K Buy
+5,255
New +$28.2K 0.01% 633

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $12.6B AUM 30.13% 1-Year Est. Return

Optimum Investment Advisors's AIV Position: Q2 2021 in Review

Optimum Investment Advisors sold out of Aimco (AIV) in Q2 2021, closing a stake of 2,684 shares — an estimated $16K sold.

Optimum Investment Advisors first reported a position in AIV in Q1 2018 and held it in 13 quarters. The position peaked at $141K in Q3 2019. 212 funds tracked by Wall St. Rank hold AIV as of Q2 2021.

  • Optimum Investment Advisors reported no remaining Aimco position as of Q2 2021 after selling out during the quarter.
  • Optimum Investment Advisors sold 2,684 Aimco shares in Q2 2021, an estimated $16K.
  • Optimum Investment Advisors first reported a position in Aimco in Q1 2018 and held it in 13 quarters.
  • Optimum Investment Advisors's Aimco position peaked at $141K in Q3 2019.
  • 212 funds tracked by Wall St. Rank held Aimco as of Q2 2021.

Based on Optimum Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.