Cassady Schiller Wealth Management’s AvalonBay Communities AVB Stock Holding History

Cassady Schiller 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
2024 Q4	$1.54K	Buy	+7	New	+$1.58K	﹤0.01%	656
2023 Q4	–	Sell	-97	Closed	-$16.7K	–	439
2023 Q3	$16.7K	Hold	97	–	–	0.01%	290
2023 Q2	$18.4K	Buy	+97	New	+$17.3K	0.01%	286
2022 Q1	–	Sell	-2	Closed	-$1K	–	149
2021 Q4	$1K	Buy	+2	New	+$477	﹤0.01%	429

Other funds holding AVB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cassady Schiller Wealth Management's AVB Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in AvalonBay Communities (AVB) in Q4 2024: 7 shares worth $1.54K. The stake represents ﹤0.01% of the portfolio and ranks #656 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in AVB as recently as Q3 2023.

Cassady Schiller Wealth Management first reported a position in AVB in Q4 2021 and has held it in 4 quarters since. The position peaked at $18.4K in Q2 2023. 762 funds tracked by Wall St. Rank hold AVB as of Q4 2024.

Cassady Schiller Wealth Management held 7 shares of AvalonBay Communities worth $1.54K as of Q4 2024.
AvalonBay Communities was a new Cassady Schiller Wealth Management position in Q4 2024.
AvalonBay Communities made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #656 holding.
Cassady Schiller Wealth Management first reported a position in AvalonBay Communities in Q4 2021 and has held it in 4 quarters since.
Cassady Schiller Wealth Management's AvalonBay Communities position peaked at $18.4K in Q2 2023.
762 funds tracked by Wall St. Rank held AvalonBay Communities as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.