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Carolinas Wealth Consulting’s AvalonBay Communities AVB Stock Holding History

Carolinas Wealth Consulting’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
-323
Closed -$69.2K – 70
2025
Q1 		$69.2K Sell
323
-13
-4% -$2.82K 0.01% 301
2024
Q4 		$74.4K Buy
336
+2
+0.6% +$452 0.01% 303
2024
Q3 		$75.6K Buy
334
+3
+0.9% +$648 0.01% 306
2024
Q2 		$68.4K Buy
331
+4
+1% +$773 0.01% 324
2024
Q1 		$61.2K Buy
327
+4
+1% +$719 0.01% 342
2023
Q4 		$61K Buy
323
+3
+0.9% +$523 0.01% 311
2023
Q3 		$53.1K Sell
320
-458
-59% -$84.7K 0.01% 307
2023
Q2 		$149K Buy
778
+6
+0.8% +$1.07K 0.03% 210
2023
Q1 		$131K Buy
772
+6
+0.8% +$1.02K 0.03% 228
2022
Q4 		$125K Buy
766
+117
+18% +$19.9K 0.03% 227
2022
Q3 		$121K Sell
649
-255
-28% -$51.5K 0.03% 213
2022
Q2 		$177K Buy
904
+5
+0.6% +$1.08K 0.04% 171
2022
Q1 		$225K Buy
899
+338
+60% +$82.6K 0.05% 157
2021
Q4 		$143K Buy
561
+427
+319% +$102K 0.03% 220
2021
Q3 		$30K Hold
134
– – 0.01% 410
2021
Q2 		$28K Sell
134
-251
-65% -$50.2K 0.01% 441
2021
Q1 		$72K Buy
385
+5
+1% +$874 0.02% 307
2020
Q4 		$62K Sell
380
-981
-72% -$156K 0.02% 303
2020
Q3 		$203K Sell
1,361
-509
-27% -$77.9K 0.07% 128
2020
Q2 		$292K Buy
1,870
+97
+5% +$15.3K 0.12% 80
2020
Q1 		$263K Buy
+1,773
New +$357K 0.14% 79

Other funds holding AVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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

Carolinas Wealth Consulting's AVB Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of AvalonBay Communities (AVB) in Q2 2025, closing a stake of 323 shares — an estimated $69.2K sold.

Carolinas Wealth Consulting first reported a position in AVB in Q1 2020 and held it in 21 quarters. The position peaked at $292K in Q2 2020. 764 funds tracked by Wall St. Rank hold AVB as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining AvalonBay Communities position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 323 AvalonBay Communities shares in Q2 2025, an estimated $69.2K.
  • Carolinas Wealth Consulting first reported a position in AvalonBay Communities in Q1 2020 and held it in 21 quarters.
  • Carolinas Wealth Consulting's AvalonBay Communities position peaked at $292K in Q2 2020.
  • 764 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.