Sonora Investment Management’s Aimco AIV Stock Holding History

Sonora Investment Management’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 Q3	$2K	Hold	264	–	–	﹤0.01%	968
2021 Q2	$2K	Hold	264	–	–	﹤0.01%	878
2021 Q1	$2K	Hold	264	–	–	﹤0.01%	1653
2020 Q4	$1K	Sell	264 -1,733	-87%	-$7.69K	﹤0.01%	1630
2020 Q3	$9K	Hold	1,997	–	–	﹤0.01%	1256
2020 Q2	$10K	Hold	1,997	–	–	﹤0.01%	1098
2020 Q1	$9K	Hold	1,997	–	–	﹤0.01%	1114
2019 Q4	$14K	Hold	1,997	–	–	﹤0.01%	1017
2019 Q3	$14K	Hold	1,997	–	–	﹤0.01%	1014
2019 Q2	$13K	Hold	1,997	–	–	﹤0.01%	1027
2019 Q1	$13K	Sell	1,997 -7	-0.3%	-$45	﹤0.01%	925
2018 Q4	$12K	Hold	2,004	–	–	﹤0.01%	775
2018 Q3	$12K	Hold	2,004	–	–	﹤0.01%	791
2018 Q2	$11K	Hold	2,004	–	–	﹤0.01%	752
2018 Q1	$10.9K	Hold	2,004	–	–	﹤0.01%	761
2017 Q4	$11.7K	Buy	+2,004	New	+$11.8K	﹤0.01%	741

Other funds holding AIV

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sonora Investment Management's AIV Position: Q3 2021 in Review

Sonora Investment Management held its Aimco (AIV) position steady in Q3 2021 at 264 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #968.

Sonora Investment Management first reported a position in AIV in Q4 2017 and has held it in 16 quarters since. The position peaked at $14K in Q4 2019. 194 funds tracked by Wall St. Rank hold AIV as of Q3 2021.

Sonora Investment Management held 264 shares of Aimco worth $2K as of Q3 2021.
Sonora Investment Management left its Aimco share count unchanged in Q3 2021.
Aimco made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #968 holding.
Sonora Investment Management first reported a position in Aimco in Q4 2017 and has held it in 16 quarters since.
Sonora Investment Management's Aimco position peaked at $14K in Q4 2019.
194 funds tracked by Wall St. Rank held Aimco as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.