Avitas Wealth Management’s AvalonBay Communities AVB Stock Holding History

Avitas 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
2022 Q4	–	Sell	-7,624	Closed	-$1.4M	–	187
2022 Q3	$1.4M	Buy	7,624 +92	+1%	+$18.6K	0.32%	91
2022 Q2	$1.46M	Buy	+7,532	New	+$1.63M	0.32%	100

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

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

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

Avitas Wealth Management's AVB Position: Q4 2022 in Review

Avitas Wealth Management sold out of AvalonBay Communities (AVB) in Q4 2022, closing a stake of 7,624 shares — an estimated $1.4M sold.

Avitas Wealth Management first reported a position in AVB in Q2 2022 and held it in 2 quarters. The position peaked at $1.46M in Q2 2022. 634 funds tracked by Wall St. Rank hold AVB as of Q4 2022.

Avitas Wealth Management reported no remaining AvalonBay Communities position as of Q4 2022 after selling out during the quarter.
Avitas Wealth Management sold 7,624 AvalonBay Communities shares in Q4 2022, an estimated $1.4M.
Avitas Wealth Management first reported a position in AvalonBay Communities in Q2 2022 and held it in 2 quarters.
Avitas Wealth Management's AvalonBay Communities position peaked at $1.46M in Q2 2022.
634 funds tracked by Wall St. Rank held AvalonBay Communities as of Q4 2022.

Based on Avitas Wealth Management's 13F filing for Q4 2022, filed 10 Jan 2023.