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Advisor Group’s AvalonBay Communities AVB Stock Holding History

Advisor Group’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
2019
Q4 		$820K Buy
3,912
+367
+10% +$78.6K 0.01% 1340
2019
Q3 		$764K Sell
3,545
-80
-2% -$16.7K 0.01% 1314
2019
Q2 		$737K Sell
3,625
-121
-3% -$24.5K 0.01% 1340
2019
Q1 		$752K Buy
3,746
+550
+17% +$105K 0.01% 1305
2018
Q4 		$557K Sell
3,196
-16
-0.5% -$2.89K 0.01% 1326
2018
Q3 		$582K Buy
3,212
+1,045
+48% +$187K 0.01% 1348
2018
Q2 		$373K Buy
2,167
+264
+14% +$43.6K 0.01% 1527
2018
Q1 		$313K Sell
1,903
-99
-5% -$16.2K ﹤0.01% 1655
2017
Q4 		$357K Buy
2,002
+43
+2% +$7.8K ﹤0.01% 1564
2017
Q3 		$350K Sell
1,959
-990
-34% -$185K 0.01% 1421
2017
Q2 		$566K Buy
2,949
+271
+10% +$51.8K 0.01% 1072
2017
Q1 		$492K Buy
2,678
+693
+35% +$124K 0.01% 1083
2016
Q4 		$352K Buy
1,985
+293
+17% +$49.4K 0.01% 1206
2016
Q3 		$300K Buy
1,692
+165
+11% +$29.7K 0.01% 1269
2016
Q2 		$274K Buy
+1,527
New +$275K 0.01% 1238

Other funds holding AVB

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advisor Group's AVB Position: Q4 2019 in Review

Advisor Group increased its AvalonBay Communities (AVB) stake by 10% in Q4 2019, buying an estimated $78.6K and bringing the position to 3,912 shares worth $820K. The position accounts for 0.01% of the portfolio, ranked #1340.

Advisor Group first reported a position in AVB in Q2 2016 and has held it in 15 quarters since. 592 funds tracked by Wall St. Rank hold AVB as of Q4 2019.

  • Advisor Group held 3,912 shares of AvalonBay Communities worth $820K as of Q4 2019.
  • Advisor Group bought 367 AvalonBay Communities shares in Q4 2019, an estimated $78.6K.
  • AvalonBay Communities made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1340 holding.
  • Advisor Group first reported a position in AvalonBay Communities in Q2 2016 and has held it in 15 quarters since.
  • 592 funds tracked by Wall St. Rank held AvalonBay Communities as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.