Wealthfront Advisers
AIV

Wealthfront Advisers’s Aimco AIV Stock Holding History

Wealthfront Advisers’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
2020
Q4 		– Sell
-99,555
Closed -$447K – 526
2020
Q3 		$447K Sell
99,555
-9,294
-9% -$45K ﹤0.01% 417
2020
Q2 		$546K Sell
108,849
-150,751
-58% -$747K ﹤0.01% 392
2020
Q1 		$1.22M Buy
259,600
+148,327
+133% +$950K 0.01% 230
2019
Q4 		$766K Buy
111,273
+6,395
+6% +$45.2K 0.01% 362
2019
Q3 		$728K Buy
104,878
+14,999
+17% +$102K 0.01% 340
2019
Q2 		$600K Buy
89,879
+27,100
+43% +$181K 0.01% 360
2019
Q1 		$421K Sell
62,779
-12,034
-16% -$77.6K ﹤0.01% 387
2018
Q4 		$437K Buy
+74,813
New +$445K ﹤0.01% 359

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealthfront Advisers's AIV Position: Q4 2020 in Review

Wealthfront Advisers sold out of Aimco (AIV) in Q4 2020, closing a stake of 99,555 shares — an estimated $447K sold.

Wealthfront Advisers first reported a position in AIV in Q4 2018 and held it in 8 quarters. The position peaked at $1.22M in Q1 2020. 263 funds tracked by Wall St. Rank hold AIV as of Q4 2020.

  • Wealthfront Advisers reported no remaining Aimco position as of Q4 2020 after selling out during the quarter.
  • Wealthfront Advisers sold 99,555 Aimco shares in Q4 2020, an estimated $447K.
  • Wealthfront Advisers first reported a position in Aimco in Q4 2018 and held it in 8 quarters.
  • Wealthfront Advisers's Aimco position peaked at $1.22M in Q1 2020.
  • 263 funds tracked by Wall St. Rank held Aimco as of Q4 2020.

Based on Wealthfront Advisers's 13F filing for Q4 2020, filed 16 Feb 2021.