Copley Financial Group’s AvalonBay Communities AVB Stock Holding History

Copley Financial Group’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	–	Sell	-3	Closed	-$676	–	116
2024 Q3	$676	Buy	+3	New	+$648	﹤0.01%	202

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

Copley Financial Group's AVB Position: Q4 2024 in Review

Copley Financial Group sold out of AvalonBay Communities (AVB) in Q4 2024, closing a stake of 3 shares — an estimated $676 sold.

Copley Financial Group first reported a position in AVB in Q3 2024 and held it in 1 quarter. The position peaked at $676 in Q3 2024. 762 funds tracked by Wall St. Rank hold AVB as of Q4 2024.

Copley Financial Group reported no remaining AvalonBay Communities position as of Q4 2024 after selling out during the quarter.
Copley Financial Group sold 3 AvalonBay Communities shares in Q4 2024, an estimated $676.
Copley Financial Group first reported a position in AvalonBay Communities in Q3 2024 and held it in 1 quarter.
Copley Financial Group's AvalonBay Communities position peaked at $676 in Q3 2024.
762 funds tracked by Wall St. Rank held AvalonBay Communities as of Q4 2024.

Based on Copley Financial Group's 13F filing for Q4 2024, filed 5 Mar 2025.