Blue Bell Private Wealth Management’s AvalonBay Communities AVB Stock Holding History

Blue Bell Private 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
2022 Q3	–	Sell	-3	Closed	-$1K	–	749
2022 Q2	$1K	Hold	3	–	–	﹤0.01%	691
2022 Q1	$1K	Buy	+3	New	+$733	﹤0.01%	757

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 $3.38T AUM 44.17% 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

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

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

Blue Bell Private Wealth Management's AVB Position: Q3 2022 in Review

Blue Bell Private Wealth Management sold out of AvalonBay Communities (AVB) in Q3 2022, closing a stake of 3 shares — an estimated $1K sold.

Blue Bell Private Wealth Management first reported a position in AVB in Q1 2022 and held it in 2 quarters. The position peaked at $1K in Q2 2022. 649 funds tracked by Wall St. Rank hold AVB as of Q3 2022.

Blue Bell Private Wealth Management reported no remaining AvalonBay Communities position as of Q3 2022 after selling out during the quarter.
Blue Bell Private Wealth Management sold 3 AvalonBay Communities shares in Q3 2022, an estimated $1K.
Blue Bell Private Wealth Management first reported a position in AvalonBay Communities in Q1 2022 and held it in 2 quarters.
Blue Bell Private Wealth Management's AvalonBay Communities position peaked at $1K in Q2 2022.
649 funds tracked by Wall St. Rank held AvalonBay Communities as of Q3 2022.

Based on Blue Bell Private Wealth Management's 13F filing for Q3 2022, filed 9 Nov 2022.