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Cherry Tree Wealth Management’s AvalonBay Communities AVB Stock Holding History

Cherry Tree 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
2023
Q4 		– Sell
-8
Closed -$1.37K – 593
2023
Q3 		$1.37K Hold
8
– – ﹤0.01% 511
2023
Q2 		$1.51K Buy
+8
New +$1.43K ﹤0.01% 512

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 $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 $1.56T 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

Cherry Tree Wealth Management's AVB Position: Q4 2023 in Review

Cherry Tree Wealth Management sold out of AvalonBay Communities (AVB) in Q4 2023, closing a stake of 8 shares — an estimated $1.37K sold.

Cherry Tree Wealth Management first reported a position in AVB in Q2 2023 and held it in 2 quarters. The position peaked at $1.51K in Q2 2023. 709 funds tracked by Wall St. Rank hold AVB as of Q4 2023.

  • Cherry Tree Wealth Management reported no remaining AvalonBay Communities position as of Q4 2023 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 8 AvalonBay Communities shares in Q4 2023, an estimated $1.37K.
  • Cherry Tree Wealth Management first reported a position in AvalonBay Communities in Q2 2023 and held it in 2 quarters.
  • Cherry Tree Wealth Management's AvalonBay Communities position peaked at $1.51K in Q2 2023.
  • 709 funds tracked by Wall St. Rank held AvalonBay Communities as of Q4 2023.

Based on Cherry Tree Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.