BOPW
AVB

Brandywine Oak Private Wealth’s AvalonBay Communities AVB Stock Holding History

Brandywine Oak 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
2019
Q1 		– Sell
-326
Closed -$56K – 249
2018
Q4 		$56K Buy
+326
New +$58.9K 0.01% 348

Other funds holding AVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Brandywine Oak Private Wealth's AVB Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of AvalonBay Communities (AVB) in Q1 2019, closing a stake of 326 shares — an estimated $56K sold.

Brandywine Oak Private Wealth first reported a position in AVB in Q4 2018 and held it in 1 quarter. The position peaked at $56K in Q4 2018. 559 funds tracked by Wall St. Rank hold AVB as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining AvalonBay Communities position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 326 AvalonBay Communities shares in Q1 2019, an estimated $56K.
  • Brandywine Oak Private Wealth first reported a position in AvalonBay Communities in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's AvalonBay Communities position peaked at $56K in Q4 2018.
  • 559 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.