Sutton Wealth Advisors’s Aimco AIV Stock Holding History

Sutton 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
2022 Q2	–	Sell	-20	Closed	-$146	–	1639
2022 Q1	$146	Hold	20	–	–	﹤0.01%	1591
2021 Q4	$154	Hold	20	–	–	﹤0.01%	1651
2021 Q3	$137	Hold	20	–	–	﹤0.01%	1305
2021 Q2	$134	Hold	20	–	–	﹤0.01%	1278
2021 Q1	$123	Hold	20	–	–	﹤0.01%	1248
2020 Q4	$106	Sell	20 -138	-87%	-$613	﹤0.01%	1226
2020 Q3	$708	Hold	158	–	–	﹤0.01%	1161
2020 Q2	$790	Sell	158 -135	-46%	-$669	﹤0.01%	1143
2020 Q1	$1.37K	Hold	293	–	–	﹤0.01%	1070
2019 Q4	$2.01K	Hold	293	–	–	﹤0.01%	1059
2019 Q3	$2.03K	Hold	293	–	–	﹤0.01%	1053
2019 Q2	$1.96K	Hold	293	–	–	﹤0.01%	1056
2019 Q1	$1.96K	Sell	293 -15	-5%	-$97	﹤0.01%	1049
2018 Q4	$1.8K	Hold	308	–	–	﹤0.01%	998
2018 Q3	$1.81K	Sell	308 -4,496	-94%	-$25.9K	﹤0.01%	1005
2018 Q2	$27.1K	Hold	4,804	–	–	0.02%	475
2018 Q1	$26.1K	Sell	4,804 -458	-9%	-$2.45K	0.02%	466
2017 Q4	$30.6K	Hold	5,262	–	–	0.02%	405
2017 Q3	$30.7K	Hold	5,262	–	–	0.02%	398
2017 Q2	$30.1K	Buy	5,262 +458	+10%	+$2.67K	0.02%	393
2017 Q1	$28.4K	Hold	4,804	–	–	0.02%	384
2016 Q4	$29.1K	Buy	4,804 +142	+3%	+$810	0.03%	376
2016 Q3	$28.5K	Hold	4,662	–	–	0.03%	368
2016 Q2	$27.4K	Hold	4,662	–	–	0.03%	355
2016 Q1	$26K	Buy	+4,662	New	+$23.9K	0.02%	370

Other funds holding AIV

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPC

Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LBIM

Land & Buildings Investment Management Stamford, Connecticut $583M AUM 24.42% 1-Year Est. Return

Solel Partners Boston, Massachusetts $588M AUM 14.47% 1-Year Est. Return

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

Sutton Wealth Advisors's AIV Position: Q2 2022 in Review

Sutton Wealth Advisors sold out of Aimco (AIV) in Q2 2022, closing a stake of 20 shares — an estimated $146 sold.

Sutton Wealth Advisors first reported a position in AIV in Q1 2016 and held it in 25 quarters. The position peaked at $30.7K in Q3 2017. 183 funds tracked by Wall St. Rank hold AIV as of Q2 2022.

Sutton Wealth Advisors reported no remaining Aimco position as of Q2 2022 after selling out during the quarter.
Sutton Wealth Advisors sold 20 Aimco shares in Q2 2022, an estimated $146.
Sutton Wealth Advisors first reported a position in Aimco in Q1 2016 and held it in 25 quarters.
Sutton Wealth Advisors's Aimco position peaked at $30.7K in Q3 2017.
183 funds tracked by Wall St. Rank held Aimco as of Q2 2022.

Based on Sutton Wealth Advisors's 13F filing for Q2 2022, filed 7 Nov 2023.