CWP
AVB

Concord Wealth Partners’s AvalonBay Communities AVB Stock Holding History

Concord Wealth Partners’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
Q3 		– Sell
-13
Closed -$2.69K – 962
2024
Q2 		$2.69K Buy
+13
New +$2.51K ﹤0.01% 639
2023
Q3 		– Sell
-5
Closed -$946 – 1040
2023
Q2 		$946 Hold
5
– – ﹤0.01% 955
2023
Q1 		$840 Hold
5
– – ﹤0.01% 910
2022
Q4 		$808 Buy
+5
New +$851 ﹤0.01% 1110

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 $1T AUM
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 $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Concord Wealth Partners's AVB Position: Q3 2024 in Review

Concord Wealth Partners sold out of AvalonBay Communities (AVB) in Q3 2024, closing a stake of 13 shares — an estimated $2.69K sold.

Concord Wealth Partners first reported a position in AVB in Q4 2022 and held it in 4 quarters. The position peaked at $2.69K in Q2 2024. 738 funds tracked by Wall St. Rank hold AVB as of Q3 2024.

  • Concord Wealth Partners reported no remaining AvalonBay Communities position as of Q3 2024 after selling out during the quarter.
  • Concord Wealth Partners sold 13 AvalonBay Communities shares in Q3 2024, an estimated $2.69K.
  • Concord Wealth Partners first reported a position in AvalonBay Communities in Q4 2022 and held it in 4 quarters.
  • Concord Wealth Partners's AvalonBay Communities position peaked at $2.69K in Q2 2024.
  • 738 funds tracked by Wall St. Rank held AvalonBay Communities as of Q3 2024.

Based on Concord Wealth Partners's 13F filing for Q3 2024, filed 24 Oct 2024.