Principle Wealth Partners’s Aimco AIV Stock Holding History

Principle Wealth Partners’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	-13,985	Closed	-$70K	–	159
2020 Q2	$70K	Buy	+13,985	New	+$69.3K	0.02%	249

Other funds holding AIV

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principle Wealth Partners's AIV Position: Q3 2020 in Review

Principle Wealth Partners sold out of Aimco (AIV) in Q3 2020, closing a stake of 13,985 shares — an estimated $70K sold.

Principle Wealth Partners first reported a position in AIV in Q2 2020 and held it in 1 quarter. The position peaked at $70K in Q2 2020. 315 funds tracked by Wall St. Rank hold AIV as of Q3 2020.

Principle Wealth Partners reported no remaining Aimco position as of Q3 2020 after selling out during the quarter.
Principle Wealth Partners sold 13,985 Aimco shares in Q3 2020, an estimated $70K.
Principle Wealth Partners first reported a position in Aimco in Q2 2020 and held it in 1 quarter.
Principle Wealth Partners's Aimco position peaked at $70K in Q2 2020.
315 funds tracked by Wall St. Rank held Aimco as of Q3 2020.

Based on Principle Wealth Partners's 13F filing for Q3 2020, filed 16 Nov 2020.