AWM
AVB

Accurate Wealth Management’s AvalonBay Communities AVB Stock Holding History

Accurate Wealth Management’s Portfolio AVB Stock Details AVB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-6
Closed -$985 – 332
2022
Q4 		$985 Buy
+6
New +$1.02K ﹤0.01% 1372

Other funds holding AVB

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Accurate Wealth Management's AVB Position: Q1 2023 in Review

Accurate Wealth Management sold out of AvalonBay Communities (AVB) in Q1 2023, closing a stake of 6 shares — an estimated $985 sold.

Accurate Wealth Management first reported a position in AVB in Q4 2022 and held it in 1 quarter. The position peaked at $985 in Q4 2022. 635 funds tracked by Wall St. Rank hold AVB as of Q1 2023.

  • Accurate Wealth Management reported no remaining AvalonBay Communities position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 6 AvalonBay Communities shares in Q1 2023, an estimated $985.
  • Accurate Wealth Management first reported a position in AvalonBay Communities in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's AvalonBay Communities position peaked at $985 in Q4 2022.
  • 635 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.