Pathstone Family Office’s Aimco AIV Stock Holding History

Pathstone Family Office’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	-350	Closed	-$2K	–	680
2020 Q4	$2K	Buy	+350	New	+$1.55K	﹤0.01%	1010

Other funds holding AIV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Pathstone Family Office's AIV Position: Q1 2021 in Review

Pathstone Family Office sold out of Aimco (AIV) in Q1 2021, closing a stake of 350 shares — an estimated $2K sold.

Pathstone Family Office first reported a position in AIV in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 236 funds tracked by Wall St. Rank hold AIV as of Q1 2021.

Pathstone Family Office reported no remaining Aimco position as of Q1 2021 after selling out during the quarter.
Pathstone Family Office sold 350 Aimco shares in Q1 2021, an estimated $2K.
Pathstone Family Office first reported a position in Aimco in Q4 2020 and held it in 1 quarter.
Pathstone Family Office's Aimco position peaked at $2K in Q4 2020.
236 funds tracked by Wall St. Rank held Aimco as of Q1 2021.

Based on Pathstone Family Office's 13F filing for Q1 2021, filed 14 May 2021.