American Portfolios Advisors’s AvalonBay Communities AVB Stock Holding History

American Portfolios 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
2022 Q3	$239K	Sell	1,300 -1,653	-56%	-$334K	0.01%	954
2022 Q2	$574K	Sell	2,953 -464	-14%	-$100K	0.02%	603
2022 Q1	$849K	Buy	3,417 +502	+17%	+$123K	0.03%	546
2021 Q4	$736K	Buy	2,915 +556	+24%	+$133K	0.02%	587
2021 Q3	$523K	Buy	+2,359	New	+$530K	0.02%	681
2021 Q1	–	Sell	-5	Closed	-$802	–	3272
2020 Q4	$802	Buy	+5	New	+$795	﹤0.01%	2864
2020 Q2	–	Sell	-2,267	Closed	-$334K	–	2845
2020 Q1	$334K	Sell	2,267 -250	-10%	-$50.4K	0.03%	483
2019 Q4	$528K	Buy	2,517 +1	+0%	+$214	0.04%	403
2019 Q3	$542K	Buy	2,516 +19	+0.8%	+$3.97K	0.04%	374
2019 Q2	$507K	Buy	2,497 +9	+0.4%	+$1.82K	0.04%	388
2019 Q1	$499K	Buy	+2,488	New	+$475K	0.05%	371

Other funds holding AVB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

American Portfolios Advisors's AVB Position: Q3 2022 in Review

American Portfolios Advisors reduced its AvalonBay Communities (AVB) stake by 56% in Q3 2022, selling an estimated $334K and leaving 1,300 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #954.

American Portfolios Advisors first reported a position in AVB in Q1 2019 and has held it in 11 quarters since. The position peaked at $849K in Q1 2022. 648 funds tracked by Wall St. Rank hold AVB as of Q3 2022.

American Portfolios Advisors held 1,300 shares of AvalonBay Communities worth $239K as of Q3 2022.
American Portfolios Advisors sold 1,653 AvalonBay Communities shares in Q3 2022, an estimated $334K.
AvalonBay Communities made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #954 holding.
American Portfolios Advisors first reported a position in AvalonBay Communities in Q1 2019 and has held it in 11 quarters since.
American Portfolios Advisors's AvalonBay Communities position peaked at $849K in Q1 2022.
648 funds tracked by Wall St. Rank held AvalonBay Communities as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.