Simplicity Wealth’s Aimco AIV Stock Holding History

Simplicity Wealth’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
2024 Q3	–	Sell	-144,892	Closed	-$1.2M	–	510
2024 Q2	$1.2M	Buy	144,892 +89	+0.1%	+$717	0.03%	479
2024 Q1	$1.19M	Buy	+144,803	New	+$1.11M	0.03%	472

Other funds holding AIV

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

ICM

Irenic Capital Management New York $1.54B AUM 12.79% 1-Year Est. Return

Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return

VCM

V3 Capital Management Dallas, Texas $33.4M AUM 5.9% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Simplicity Wealth's AIV Position: Q3 2024 in Review

Simplicity Wealth sold out of Aimco (AIV) in Q3 2024, closing a stake of 144,892 shares — an estimated $1.2M sold.

Simplicity Wealth first reported a position in AIV in Q1 2024 and held it in 2 quarters. The position peaked at $1.2M in Q2 2024. 194 funds tracked by Wall St. Rank hold AIV as of Q3 2024.

Simplicity Wealth reported no remaining Aimco position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 144,892 Aimco shares in Q3 2024, an estimated $1.2M.
Simplicity Wealth first reported a position in Aimco in Q1 2024 and held it in 2 quarters.
Simplicity Wealth's Aimco position peaked at $1.2M in Q2 2024.
194 funds tracked by Wall St. Rank held Aimco as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.