Bellwether Advisors’s AvalonBay Communities AVB Stock Holding History

Bellwether Advisors’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
2023 Q2	–	Sell	-1	Closed	-$168	–	111
2023 Q1	$168	Buy	+1	New	+$171	﹤0.01%	427

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

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

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bellwether Advisors's AVB Position: Q2 2023 in Review

Bellwether Advisors sold out of AvalonBay Communities (AVB) in Q2 2023, closing a stake of 1 share — an estimated $168 sold.

Bellwether Advisors first reported a position in AVB in Q1 2023 and held it in 1 quarter. The position peaked at $168 in Q1 2023. 642 funds tracked by Wall St. Rank hold AVB as of Q2 2023.

Bellwether Advisors reported no remaining AvalonBay Communities position as of Q2 2023 after selling out during the quarter.
Bellwether Advisors sold 1 AvalonBay Communities share in Q2 2023, an estimated $168.
Bellwether Advisors first reported a position in AvalonBay Communities in Q1 2023 and held it in 1 quarter.
Bellwether Advisors's AvalonBay Communities position peaked at $168 in Q1 2023.
642 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2023.

Based on Bellwether Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.