BerganKDV Wealth Management’s AvalonBay Communities AVB Stock Holding History

BerganKDV 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
2023 Q2	$758	Hold	4	–	–	﹤0.01%	780
2023 Q1	$673	Hold	4	–	–	﹤0.01%	945
2022 Q4	$646	Hold	4	–	–	﹤0.01%	930
2022 Q3	$1K	Hold	4	–	–	﹤0.01%	859
2022 Q2	$1K	Hold	4	–	–	﹤0.01%	875
2022 Q1	$1K	Hold	4	–	–	﹤0.01%	898
2021 Q4	$1K	Hold	4	–	–	﹤0.01%	960
2021 Q3	$1K	Hold	4	–	–	﹤0.01%	938
2021 Q2	$1K	Hold	4	–	–	﹤0.01%	880
2021 Q1	$1K	Hold	4	–	–	﹤0.01%	831
2020 Q4	$1K	Hold	4	–	–	﹤0.01%	827
2020 Q3	$1K	Hold	4	–	–	﹤0.01%	759
2020 Q2	$1K	Sell	4 -7	-64%	-$1.11K	﹤0.01%	821
2020 Q1	$2K	Hold	11	–	–	﹤0.01%	718
2019 Q4	$2K	Buy	11 +4	+57%	+$857	﹤0.01%	749
2019 Q3	$2K	Hold	7	–	–	﹤0.01%	624
2019 Q2	$1K	Hold	7	–	–	﹤0.01%	689
2019 Q1	$1K	Hold	7	–	–	﹤0.01%	679
2018 Q4	$1K	Buy	+7	New	+$1.26K	﹤0.01%	641

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

BerganKDV Wealth Management's AVB Position: Q2 2023 in Review

BerganKDV Wealth Management held its AvalonBay Communities (AVB) position steady in Q2 2023 at 4 shares worth $758. The position accounts for ﹤0.01% of the portfolio, ranked #780.

BerganKDV Wealth Management first reported a position in AVB in Q4 2018 and has held it in 19 quarters since. The position peaked at $2K in Q1 2020. 642 funds tracked by Wall St. Rank hold AVB as of Q2 2023.

BerganKDV Wealth Management held 4 shares of AvalonBay Communities worth $758 as of Q2 2023.
BerganKDV Wealth Management left its AvalonBay Communities share count unchanged in Q2 2023.
AvalonBay Communities made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #780 holding.
BerganKDV Wealth Management first reported a position in AvalonBay Communities in Q4 2018 and has held it in 19 quarters since.
BerganKDV Wealth Management's AvalonBay Communities position peaked at $2K in Q1 2020.
642 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.