SFS
AIV

Sowell Financial Services’s Aimco AIV Stock Holding History

Sowell Financial Services’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
-229
Closed -$2K – 577
2021
Q1 		$2K Hold
229
– – ﹤0.01% 2794
2020
Q4 		$1K Sell
229
-1,505
-87% -$6.68K ﹤0.01% 2536
2020
Q3 		$8K Buy
+1,734
New +$8.4K ﹤0.01% 1853
2020
Q2 		– Sell
-6,576
Closed -$31K – 2444
2020
Q1 		$31K Buy
6,576
+6,020
+1,083% +$38.6K ﹤0.01% 1226
2019
Q4 		$4K Buy
+556
New +$3.93K ﹤0.01% 1943

Other funds holding AIV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
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

Sowell Financial Services's AIV Position: Q2 2021 in Review

Sowell Financial Services sold out of Aimco (AIV) in Q2 2021, closing a stake of 229 shares — an estimated $2K sold.

Sowell Financial Services first reported a position in AIV in Q4 2019 and held it in 5 quarters. The position peaked at $31K in Q1 2020. 212 funds tracked by Wall St. Rank hold AIV as of Q2 2021.

  • Sowell Financial Services reported no remaining Aimco position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 229 Aimco shares in Q2 2021, an estimated $2K.
  • Sowell Financial Services first reported a position in Aimco in Q4 2019 and held it in 5 quarters.
  • Sowell Financial Services's Aimco position peaked at $31K in Q1 2020.
  • 212 funds tracked by Wall St. Rank held Aimco as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.