VFA
AIV

Valeo Financial Advisors’s Aimco AIV Stock Holding History

Valeo Financial 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
Q2 		– Sell
-615
Closed -$4K – 551
2021
Q1 		$4K Sell
615
-21
-3% -$106 ﹤0.01% 1601
2020
Q4 		$3K Sell
636
-4,011
-86% -$17.8K ﹤0.01% 1448
2020
Q3 		$21K Hold
4,647
– – ﹤0.01% 904
2020
Q2 		$23K Hold
4,647
– – ﹤0.01% 1002
2020
Q1 		$25K Hold
4,647
– – ﹤0.01% 823
2019
Q4 		$32K Buy
+4,647
New +$32.8K ﹤0.01% 789

Other funds holding AIV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $12.6B AUM 30.13% 1-Year Est. Return

Valeo Financial Advisors's AIV Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Aimco (AIV) in Q2 2021, closing a stake of 615 shares — an estimated $4K sold.

Valeo Financial Advisors first reported a position in AIV in Q4 2019 and held it in 6 quarters. The position peaked at $32K in Q4 2019. 212 funds tracked by Wall St. Rank hold AIV as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Aimco position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 615 Aimco shares in Q2 2021, an estimated $4K.
  • Valeo Financial Advisors first reported a position in Aimco in Q4 2019 and held it in 6 quarters.
  • Valeo Financial Advisors's Aimco position peaked at $32K in Q4 2019.
  • 212 funds tracked by Wall St. Rank held Aimco as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.