Apexium Financial’s AvalonBay Communities AVB Stock Holding History

Apexium Financial’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
2024 Q1	–	Sell	-110,079	Closed	-$20.6M	–	232
2023 Q4	$20.6M	Buy	+110,079	New	+$19.2M	1.48%	12

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Apexium Financial's AVB Position: Q1 2024 in Review

Apexium Financial sold out of AvalonBay Communities (AVB) in Q1 2024, closing a stake of 110,079 shares — an estimated $20.6M sold.

Apexium Financial first reported a position in AVB in Q4 2023 and held it in 1 quarter. The position peaked at $20.6M in Q4 2023. 704 funds tracked by Wall St. Rank hold AVB as of Q1 2024.

Apexium Financial reported no remaining AvalonBay Communities position as of Q1 2024 after selling out during the quarter.
Apexium Financial sold 110,079 AvalonBay Communities shares in Q1 2024, an estimated $20.6M.
Apexium Financial first reported a position in AvalonBay Communities in Q4 2023 and held it in 1 quarter.
Apexium Financial's AvalonBay Communities position peaked at $20.6M in Q4 2023.
704 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2024.

Based on Apexium Financial's 13F filing for Q1 2024, filed 19 Apr 2024.