Pinnacle Wealth Planning Services’s Aimco AIV Stock Holding History

Pinnacle Wealth Planning Services’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	-155	Closed	-$1K	–	389
2020 Q4	$1K	Buy	+155	New	+$688	﹤0.01%	2041

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 $3.37T AUM 44.26% 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

Pinnacle Wealth Planning Services's AIV Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Aimco (AIV) in Q1 2021, closing a stake of 155 shares — an estimated $1K sold.

Pinnacle Wealth Planning Services first reported a position in AIV in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 236 funds tracked by Wall St. Rank hold AIV as of Q1 2021.

Pinnacle Wealth Planning Services reported no remaining Aimco position as of Q1 2021 after selling out during the quarter.
Pinnacle Wealth Planning Services sold 155 Aimco shares in Q1 2021, an estimated $1K.
Pinnacle Wealth Planning Services first reported a position in Aimco in Q4 2020 and held it in 1 quarter.
Pinnacle Wealth Planning Services's Aimco position peaked at $1K in Q4 2020.
236 funds tracked by Wall St. Rank held Aimco as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.