OPS
AIV

Orion Portfolio Solutions’s Aimco AIV Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-1,659
Closed -$8K – 475
2020
Q2 		$8K Sell
1,659
-2,582
-61% -$12.8K ﹤0.01% 1270
2020
Q1 		$20K Buy
4,241
+398
+10% +$2.55K ﹤0.01% 828
2019
Q4 		$26K Buy
+3,843
New +$27.2K ﹤0.01% 706

Other funds holding AIV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Orion Portfolio Solutions's AIV Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Aimco (AIV) in Q3 2020, closing a stake of 1,659 shares — an estimated $8K sold.

Orion Portfolio Solutions first reported a position in AIV in Q4 2019 and held it in 3 quarters. The position peaked at $26K in Q4 2019. 315 funds tracked by Wall St. Rank hold AIV as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Aimco position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 1,659 Aimco shares in Q3 2020, an estimated $8K.
  • Orion Portfolio Solutions first reported a position in Aimco in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's Aimco position peaked at $26K in Q4 2019.
  • 315 funds tracked by Wall St. Rank held Aimco as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.