Amplius Wealth Advisors’s AvalonBay Communities AVB Stock Holding History

Amplius 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
2022 Q1	–	Sell	-16	Closed	-$4K	–	228
2021 Q4	$4K	Buy	+16	New	+$3.81K	﹤0.01%	732

Other funds holding AVB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Amplius Wealth Advisors's AVB Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of AvalonBay Communities (AVB) in Q1 2022, closing a stake of 16 shares — an estimated $4K sold.

Amplius Wealth Advisors first reported a position in AVB in Q4 2021 and held it in 1 quarter. The position peaked at $4K in Q4 2021. 648 funds tracked by Wall St. Rank hold AVB as of Q1 2022.

Amplius Wealth Advisors reported no remaining AvalonBay Communities position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 16 AvalonBay Communities shares in Q1 2022, an estimated $4K.
Amplius Wealth Advisors first reported a position in AvalonBay Communities in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's AvalonBay Communities position peaked at $4K in Q4 2021.
648 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.