APP
AVB

Avantax Planning Partners’s AvalonBay Communities AVB Stock Holding History

Avantax Planning 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
2018
Q4 		– Sell
-37
Closed -$7K – 348
2018
Q3 		$7K Buy
+37
New +$6.61K ﹤0.01% 963
2018
Q2 		– Sell
-40
Closed -$7K – 334
2018
Q1 		$7K Buy
+40
New +$6.56K ﹤0.01% 1181

Other funds holding AVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Avantax Planning Partners's AVB Position: Q4 2018 in Review

Avantax Planning Partners sold out of AvalonBay Communities (AVB) in Q4 2018, closing a stake of 37 shares — an estimated $7K sold.

Avantax Planning Partners first reported a position in AVB in Q1 2018 and held it in 2 quarters. The position peaked at $7K in Q3 2018. 552 funds tracked by Wall St. Rank hold AVB as of Q4 2018.

  • Avantax Planning Partners reported no remaining AvalonBay Communities position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 37 AvalonBay Communities shares in Q4 2018, an estimated $7K.
  • Avantax Planning Partners first reported a position in AvalonBay Communities in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's AvalonBay Communities position peaked at $7K in Q3 2018.
  • 552 funds tracked by Wall St. Rank held AvalonBay Communities as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.