CAS
AVB

Coppell Advisory Solutions’s AvalonBay Communities AVB Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-151
Closed -$33.2K – 442
2024
Q4 		$33.2K Hold
151
– – ﹤0.01% 714
2024
Q3 		$34K Hold
151
– – 0.01% 678
2024
Q2 		$31.2K Buy
+151
New +$29.2K 0.01% 623
2023
Q4 		$2.25K Buy
+12
New +$2.09K ﹤0.01% 1270

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Coppell Advisory Solutions's AVB Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of AvalonBay Communities (AVB) in Q1 2025, closing a stake of 151 shares — an estimated $33.2K sold.

Coppell Advisory Solutions first reported a position in AVB in Q4 2023 and held it in 4 quarters. The position peaked at $34K in Q3 2024. 778 funds tracked by Wall St. Rank hold AVB as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining AvalonBay Communities position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 151 AvalonBay Communities shares in Q1 2025, an estimated $33.2K.
  • Coppell Advisory Solutions first reported a position in AvalonBay Communities in Q4 2023 and held it in 4 quarters.
  • Coppell Advisory Solutions's AvalonBay Communities position peaked at $34K in Q3 2024.
  • 778 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.