SWA
AIV

SOA Wealth Advisors’s Aimco AIV Stock Holding History

SOA Wealth Advisors’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
-8
Closed – – 804
2020
Q4 		$0 Buy
+8
New +$36 ﹤0.01% 785

Other funds holding AIV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

SOA Wealth Advisors's AIV Position: Q1 2021 in Review

SOA Wealth Advisors sold out of Aimco (AIV) in Q1 2021, closing a stake of 8 shares.

SOA Wealth Advisors first reported a position in AIV in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 236 funds tracked by Wall St. Rank hold AIV as of Q1 2021.

  • SOA Wealth Advisors reported no remaining Aimco position as of Q1 2021 after selling out during the quarter.
  • SOA Wealth Advisors sold 8 Aimco shares in Q1 2021.
  • SOA Wealth Advisors first reported a position in Aimco in Q4 2020 and held it in 1 quarter.
  • SOA Wealth Advisors's Aimco position peaked at $0 in Q4 2020.
  • 236 funds tracked by Wall St. Rank held Aimco as of Q1 2021.

Based on SOA Wealth Advisors's 13F filing for Q1 2021, filed 26 Apr 2021.