Advisor Partners’s AvalonBay Communities AVB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$414K Sell
2,129
-24
-1% -$5.2K 0.03% 537
2022
Q1
$535K Buy
2,153
+160
+8% +$39.1K 0.03% 490
2021
Q4
$504K Buy
1,993
+119
+6% +$28.4K 0.03% 510
2021
Q3
$415K Buy
1,874
+111
+6% +$24.9K 0.03% 531
2021
Q2
$368K Buy
1,763
+21
+1% +$4.2K 0.02% 590
2021
Q1
$321K Sell
1,742
-43
-2% -$7.52K 0.02% 609
2020
Q4
$286K Sell
1,785
-1,146
-39% -$182K 0.02% 601
2020
Q3
$438K Sell
2,931
-149
-5% -$22.8K 0.04% 431
2020
Q2
$476K Sell
3,080
-1,486
-33% -$235K 0.04% 379
2020
Q1
$672K Buy
4,566
+1,588
+53% +$320K 0.08% 224
2019
Q4
$631K Buy
2,978
+143
+5% +$30.6K 0.07% 294
2019
Q3
$610K Buy
2,835
+107
+4% +$22.4K 0.07% 286
2019
Q2
$554K Buy
2,728
+119
+5% +$24.1K 0.07% 288
2019
Q1
$524K Sell
2,609
-5
-0.2% -$956 0.07% 288
2018
Q4
$455K Buy
2,614
+416
+19% +$75.2K 0.07% 289
2018
Q3
$398K Buy
2,198
+89
+4% +$15.9K 0.05% 364
2018
Q2
$363K Buy
2,109
+262
+14% +$43.3K 0.06% 361
2018
Q1
$304K Sell
1,847
-1,089
-37% -$178K 0.06% 384
2017
Q4
$495K Sell
2,936
-304
-9% -$55.2K 0.09% 272
2017
Q3
$578K Sell
3,240
-64
-2% -$12K 0.11% 193
2017
Q2
$635K Buy
3,304
+968
+41% +$185K 0.15% 173
2017
Q1
$429K Buy
2,336
+260
+13% +$46.6K 0.11% 225
2016
Q4
$368K Buy
2,076
+423
+26% +$71.3K 0.11% 227
2016
Q3
$294K Sell
1,653
-110
-6% -$19.8K 0.1% 257
2016
Q2
$318K Buy
1,763
+56
+3% +$10.1K 0.11% 219
2016
Q1
$325K Sell
1,707
-107
-6% -$18.9K 0.12% 205
2015
Q4
$334K Buy
1,814
+161
+10% +$28.8K 0.11% 191
2015
Q3
$289K Buy
1,653
+212
+15% +$35.9K 0.12% 202
2015
Q2
$249K Buy
1,441
+138
+11% +$23K 0.1% 257
2015
Q1
$227K Sell
1,303
-110
-8% -$19K 0.1% 273
2014
Q4
$231K Buy
+1,413
New +$222K 0.1% 260

Other funds holding AVB

Advisor Partners's AVB Position: Q2 2022 in Review

Advisor Partners reduced its AvalonBay Communities (AVB) stake by 1.1% in Q2 2022, selling an estimated $5.2K and leaving 2,129 shares worth $414K. The position accounts for 0.03% of the portfolio, ranked #537.

Advisor Partners first reported a position in AVB in Q4 2014 and has held it in 31 quarters since. The position peaked at $672K in Q1 2020. 629 funds tracked by Wall St. Rank hold AVB as of Q2 2022.

  • Advisor Partners held 2,129 shares of AvalonBay Communities worth $414K as of Q2 2022.
  • Advisor Partners sold 24 AvalonBay Communities shares in Q2 2022, an estimated $5.2K.
  • AvalonBay Communities made up 0.03% of Advisor Partners's portfolio in Q2 2022, its #537 holding.
  • Advisor Partners first reported a position in AvalonBay Communities in Q4 2014 and has held it in 31 quarters since.
  • Advisor Partners's AvalonBay Communities position peaked at $672K in Q1 2020.
  • 629 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.