CSPIA
AVB icon

Cary Street Partners Investment Advisory’s AvalonBay Communities AVB Stock Holding History

Cary Street Partners Investment Advisory’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
2023
Q4 		– Sell
-12
Closed -$2.06K – 711
2023
Q3 		$2.06K Buy
+12
New +$2.22K ﹤0.01% 1656

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Cary Street Partners Investment Advisory's AVB Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of AvalonBay Communities (AVB) in Q4 2023, closing a stake of 12 shares — an estimated $2.06K sold.

Cary Street Partners Investment Advisory first reported a position in AVB in Q3 2023 and held it in 1 quarter. The position peaked at $2.06K in Q3 2023. 710 funds tracked by Wall St. Rank hold AVB as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining AvalonBay Communities position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 12 AvalonBay Communities shares in Q4 2023, an estimated $2.06K.
  • Cary Street Partners Investment Advisory first reported a position in AvalonBay Communities in Q3 2023 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's AvalonBay Communities position peaked at $2.06K in Q3 2023.
  • 710 funds tracked by Wall St. Rank held AvalonBay Communities as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.