AWM
AVB

Avior Wealth Management’s AvalonBay Communities AVB Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-37
Closed -$8.14K – 855
2024
Q4 		$8.14K Buy
37
+5
+16% +$1.13K ﹤0.01% 1692
2024
Q3 		$7.21K Hold
32
– – ﹤0.01% 1655
2024
Q2 		$6.62K Sell
32
-5
-14% -$967 ﹤0.01% 1642
2024
Q1 		$6.87K Buy
+37
New +$6.65K ﹤0.01% 1984
2023
Q3 		– Sell
-3
Closed -$567 – 1599
2023
Q2 		$567 Buy
3
+1
+50% +$179 ﹤0.01% 1452
2023
Q1 		$336 Hold
2
– – ﹤0.01% 1540
2022
Q4 		$323 Buy
2
+1
+100% +$170 ﹤0.01% 1199
2022
Q3 		$0 Hold
1
– – ﹤0.01% 1150
2022
Q2 		$0 Buy
+1
New +$217 ﹤0.01% 1059
2021
Q2 		– Sell
-26
Closed -$4K – 1026
2021
Q1 		$4K Hold
26
– – ﹤0.01% 845
2020
Q4 		$4K Hold
26
– – ﹤0.01% 798
2020
Q3 		$3K Hold
26
– – ﹤0.01% 780
2020
Q2 		$4K Sell
26
-1,396
-98% -$221K ﹤0.01% 733
2020
Q1 		$208K Hold
1,422
– – 0.04% 337
2019
Q4 		$297K Hold
1,422
– – 0.05% 327
2019
Q3 		$305K Hold
1,422
– – 0.05% 296
2019
Q2 		$289K Sell
1,422
-9
-0.6% -$1.82K 0.05% 302
2019
Q1 		$287K Buy
1,431
+1,316
+1,144% +$251K 0.06% 282
2018
Q4 		$20K Buy
+115
New +$20.8K ﹤0.01% 521
2018
Q2 		– Sell
-3
Closed – – 778
2018
Q1 		$0 Hold
3
– – ﹤0.01% 784
2017
Q4 		$1K Buy
+3
New +$544 ﹤0.01% 713
2015
Q2 		– Sell
-237
Closed -$41K – 387
2015
Q1 		$41K Hold
237
– – 0.03% 150
2014
Q4 		$39K Hold
237
– – 0.03% 150
2014
Q3 		$33K Hold
237
– – 0.03% 156
2014
Q2 		$34K Buy
+237
New +$32.8K 0.03% 155

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Avior Wealth Management's AVB Position: Q1 2025 in Review

Avior Wealth Management sold out of AvalonBay Communities (AVB) in Q1 2025, closing a stake of 37 shares — an estimated $8.14K sold.

Avior Wealth Management first reported a position in AVB in Q2 2014 and held it in 25 quarters. The position peaked at $305K in Q3 2019. 778 funds tracked by Wall St. Rank hold AVB as of Q1 2025.

  • Avior Wealth Management reported no remaining AvalonBay Communities position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 37 AvalonBay Communities shares in Q1 2025, an estimated $8.14K.
  • Avior Wealth Management first reported a position in AvalonBay Communities in Q2 2014 and held it in 25 quarters.
  • Avior Wealth Management's AvalonBay Communities position peaked at $305K in Q3 2019.
  • 778 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.