Bedel Financial Consulting’s AvalonBay Communities AVB Stock Holding History

Bedel Financial Consulting’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 Q2	–	Sell	-500	Closed	-$124K	–	246
2022 Q1	$124K	Hold	500	–	–	0.04%	240
2021 Q4	$126K	Hold	500	–	–	0.04%	244
2021 Q3	$111K	Hold	500	–	–	0.04%	258
2021 Q2	$104K	Hold	500	–	–	0.04%	262
2021 Q1	$92K	Buy	+500	New	+$87.4K	0.04%	275

Other funds holding AVB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bedel Financial Consulting's AVB Position: Q2 2022 in Review

Bedel Financial Consulting sold out of AvalonBay Communities (AVB) in Q2 2022, closing a stake of 500 shares — an estimated $124K sold.

Bedel Financial Consulting first reported a position in AVB in Q1 2021 and held it in 5 quarters. The position peaked at $126K in Q4 2021. 629 funds tracked by Wall St. Rank hold AVB as of Q2 2022.

Bedel Financial Consulting reported no remaining AvalonBay Communities position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 500 AvalonBay Communities shares in Q2 2022, an estimated $124K.
Bedel Financial Consulting first reported a position in AvalonBay Communities in Q1 2021 and held it in 5 quarters.
Bedel Financial Consulting's AvalonBay Communities position peaked at $126K in Q4 2021.
629 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.