Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
BRWA
B. Riley Wealth Advisors’s
AvalonBay Communities
AVB
Stock Holding History
B. Riley Wealth Advisors’s Portfolio
AVB Stock Details
AVB Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q3
–
Sell
-2,662
Closed
-$503K
–
1472
2023
Q2
$503K
Buy
+2,662
New
+$475K
0.01%
852
2022
Q1
–
Sell
-1,743
Closed
-$441K
–
1390
2021
Q4
$441K
Buy
1,743
+551
+46%
+$131K
0.01%
888
2021
Q3
$265K
Sell
1,192
-116
-9%
-$26K
0.01%
1103
2021
Q2
$273K
Buy
+1,308
New
+$262K
0.01%
1074
2020
Q3
–
Sell
-1,486
Closed
-$230K
–
947
2020
Q2
$230K
Buy
1,486
+50
+3%
+$7.91K
0.02%
724
2020
Q1
$212K
Buy
1,436
+253
+21%
+$51K
0.02%
654
2019
Q4
$249K
Buy
+1,183
New
+$253K
0.02%
681
2015
Q1
–
Sell
-262
Closed
-$43
–
669
2014
Q4
$43
Buy
+262
New
+$41.1K
﹤0.01%
2167
2014
Q3
–
Sell
-369
Closed
-$52.5K
–
740
2014
Q2
$52.5K
Buy
+369
New
+$51K
0.01%
1013
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
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
Principal Financial Group
Des Moines, Iowa
$187B AUM
18.48%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Deutsche Bank
Frankfurt Am Main Ge, Germany
$303B AUM
30.15%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close