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BOK Financial Private Wealth’s AvalonBay Communities AVB Stock Holding History

BOK Financial Private Wealth’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
2025
Q2 		– Sell
-205
Closed -$44.4K – 425
2025
Q1 		$44.4K Hold
205
– – ﹤0.01% 272
2024
Q4 		$45.4K Hold
205
– – ﹤0.01% 268
2024
Q3 		$46.5K Hold
205
– – ﹤0.01% 267
2024
Q2 		$42.8K Hold
205
– – ﹤0.01% 275
2024
Q1 		$38.4K Hold
205
– – ﹤0.01% 279
2023
Q4 		$38.7K Hold
205
– – ﹤0.01% 272
2023
Q3 		$35.5K Hold
205
– – ﹤0.01% 256
2023
Q2 		$39.1K Hold
205
– – ﹤0.01% 241
2023
Q1 		$34.8K Hold
205
– – ﹤0.01% 267
2022
Q4 		$33.4K Hold
205
– – ﹤0.01% 265
2022
Q3 		$38K Hold
205
– – ﹤0.01% 258
2022
Q2 		$40K Buy
+205
New +$44.4K ﹤0.01% 259

Other funds holding AVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return