Benjamin F. Edwards & Company’s AvalonBay Communities AVB Stock Holding History

Benjamin F. Edwards & Company’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
2024 Q2	$491K	Buy	2,371 +336	+17%	+$65K	0.01%	689
2024 Q1	$378K	Sell	2,035 -31	-2%	-$5.58K	0.01%	724
2023 Q4	$387K	Buy	+2,066	New	+$360K	0.01%	691
2020 Q2	–	Sell	-61	Closed	-$9K	–	1666
2020 Q1	$9K	Sell	61 -25	-29%	-$5.04K	﹤0.01%	1274
2019 Q4	$18K	Hold	86	–	–	﹤0.01%	1260
2019 Q3	$19K	Sell	86 -37	-30%	-$7.74K	﹤0.01%	1213
2019 Q2	$25K	Buy	123 +110	+846%	+$22.3K	﹤0.01%	1123
2019 Q1	$3K	Buy	13 +9	+225%	+$1.72K	﹤0.01%	1556
2018 Q4	$1K	Buy	+4	New	+$723	﹤0.01%	1633
2017 Q1	–	Sell	-17	Closed	-$3K	–	1338
2016 Q4	$3K	Hold	17	–	–	﹤0.01%	1111
2016 Q3	$3K	Buy	+17	New	+$3.06K	﹤0.01%	1002
2016 Q1	–	Sell	-2	Closed	–	–	1083
2015 Q4	$0	Buy	+2	New	+$358	﹤0.01%	1137

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

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

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

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Benjamin F. Edwards & Company's AVB Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its AvalonBay Communities (AVB) stake by 17% in Q2 2024, buying an estimated $65K and bringing the position to 2,371 shares worth $491K. The position accounts for 0.01% of the portfolio, ranked #689.

Benjamin F. Edwards & Company first reported a position in AVB in Q4 2015 and has held it in 12 quarters since. 712 funds tracked by Wall St. Rank hold AVB as of Q2 2024.

Benjamin F. Edwards & Company held 2,371 shares of AvalonBay Communities worth $491K as of Q2 2024.
Benjamin F. Edwards & Company bought 336 AvalonBay Communities shares in Q2 2024, an estimated $65K.
AvalonBay Communities made up 0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #689 holding.
Benjamin F. Edwards & Company first reported a position in AvalonBay Communities in Q4 2015 and has held it in 12 quarters since.
712 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.