Berman Capital Advisors’s AvalonBay Communities AVB Stock Holding History

Berman Capital 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
2021 Q3	$101K	Buy	456 +172	+61%	+$38.6K	0.02%	436
2021 Q2	$59K	Buy	284 +166	+141%	+$33.2K	0.01%	519
2021 Q1	$21K	Buy	118 +10	+9%	+$1.75K	﹤0.01%	761
2020 Q4	$17K	Sell	108 -30	-22%	-$4.77K	﹤0.01%	711
2020 Q3	$20K	Sell	138 -8	-5%	-$1.22K	0.01%	578
2020 Q2	$22K	Sell	146 -31	-18%	-$4.91K	0.01%	513
2020 Q1	$25K	Buy	177 +82	+86%	+$16.5K	0.01%	435
2019 Q4	$20K	Hold	95	–	–	0.01%	530
2019 Q3	$20K	Hold	95	–	–	0.01%	502
2019 Q2	$19K	Buy	95 +30	+46%	+$6.08K	0.01%	522
2019 Q1	$13K	Sell	65 -1	-2%	-$191	﹤0.01%	571
2018 Q4	$10K	Buy	+66	New	+$11.9K	﹤0.01%	500

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 $204B AUM 27.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Berman Capital Advisors's AVB Position: Q3 2021 in Review

Berman Capital Advisors increased its AvalonBay Communities (AVB) stake by 61% in Q3 2021, buying an estimated $38.6K and bringing the position to 456 shares worth $101K. The position accounts for 0.02% of the portfolio, ranked #436.

Berman Capital Advisors first reported a position in AVB in Q4 2018 and has held it in 12 quarters since. 590 funds tracked by Wall St. Rank hold AVB as of Q3 2021.

Berman Capital Advisors held 456 shares of AvalonBay Communities worth $101K as of Q3 2021.
Berman Capital Advisors bought 172 AvalonBay Communities shares in Q3 2021, an estimated $38.6K.
AvalonBay Communities made up 0.02% of Berman Capital Advisors's portfolio in Q3 2021, its #436 holding.
Berman Capital Advisors first reported a position in AvalonBay Communities in Q4 2018 and has held it in 12 quarters since.
590 funds tracked by Wall St. Rank held AvalonBay Communities as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.