ShoreHaven Wealth Partners’s Aimco AIV Stock Holding History

ShoreHaven 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
2021 Q2	–	Sell	-308	Closed	-$2K	–	62
2021 Q1	$2K	Hold	308	–	–	﹤0.01%	247
2020 Q4	$2K	Buy	+308	New	+$1.37K	﹤0.01%	215

Other funds holding AIV

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

ECM

ExodusPoint Capital Management New York $15.5B AUM 38.81% 1-Year Est. Return

ShoreHaven Wealth Partners's AIV Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of Aimco (AIV) in Q2 2021, closing a stake of 308 shares — an estimated $2K sold.

ShoreHaven Wealth Partners first reported a position in AIV in Q4 2020 and held it in 2 quarters. The position peaked at $2K in Q1 2021. 212 funds tracked by Wall St. Rank hold AIV as of Q2 2021.

ShoreHaven Wealth Partners reported no remaining Aimco position as of Q2 2021 after selling out during the quarter.
ShoreHaven Wealth Partners sold 308 Aimco shares in Q2 2021, an estimated $2K.
ShoreHaven Wealth Partners first reported a position in Aimco in Q4 2020 and held it in 2 quarters.
ShoreHaven Wealth Partners's Aimco position peaked at $2K in Q1 2021.
212 funds tracked by Wall St. Rank held Aimco as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.