AWA
AVB

Acorn Wealth Advisors’s AvalonBay Communities AVB Stock Holding History

Acorn Wealth Advisors’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
2018
Q2 		– Sell
-7
Closed -$1K – 541
2018
Q1 		$1K Hold
7
– – ﹤0.01% 768
2017
Q4 		$1K Buy
+7
New +$1.27K ﹤0.01% 739

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Acorn Wealth Advisors's AVB Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of AvalonBay Communities (AVB) in Q2 2018, closing a stake of 7 shares — an estimated $1K sold.

Acorn Wealth Advisors first reported a position in AVB in Q4 2017 and held it in 2 quarters. The position peaked at $1K in Q1 2018. 524 funds tracked by Wall St. Rank hold AVB as of Q2 2018.

  • Acorn Wealth Advisors reported no remaining AvalonBay Communities position as of Q2 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 7 AvalonBay Communities shares in Q2 2018, an estimated $1K.
  • Acorn Wealth Advisors first reported a position in AvalonBay Communities in Q4 2017 and held it in 2 quarters.
  • Acorn Wealth Advisors's AvalonBay Communities position peaked at $1K in Q1 2018.
  • 524 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.