AIP
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Almanack Investment Partners’s AvalonBay Communities AVB Stock Holding History

Almanack Investment Partners’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
2022
Q4 		– Sell
-11
Closed -$2K – 251
2022
Q3 		$2K Buy
+11
New +$2.22K ﹤0.01% 688

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Almanack Investment Partners's AVB Position: Q4 2022 in Review

Almanack Investment Partners sold out of AvalonBay Communities (AVB) in Q4 2022, closing a stake of 11 shares — an estimated $2K sold.

Almanack Investment Partners first reported a position in AVB in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 634 funds tracked by Wall St. Rank hold AVB as of Q4 2022.

  • Almanack Investment Partners reported no remaining AvalonBay Communities position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 11 AvalonBay Communities shares in Q4 2022, an estimated $2K.
  • Almanack Investment Partners first reported a position in AvalonBay Communities in Q3 2022 and held it in 1 quarter.
  • Almanack Investment Partners's AvalonBay Communities position peaked at $2K in Q3 2022.
  • 634 funds tracked by Wall St. Rank held AvalonBay Communities as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.