Core Wealth Partners’s AvalonBay Communities AVB Stock Holding History

Core 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
2023 Q1	–	Sell	-10,123	Closed	-$113K	–	109
2022 Q4	$113K	Buy	+10,123	New	+$1.72M	0.13%	108

Other funds holding AVB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Core Wealth Partners's AVB Position: Q1 2023 in Review

Core Wealth Partners sold out of AvalonBay Communities (AVB) in Q1 2023, closing a stake of 10,123 shares — an estimated $113K sold.

Core Wealth Partners first reported a position in AVB in Q4 2022 and held it in 1 quarter. The position peaked at $113K in Q4 2022. 635 funds tracked by Wall St. Rank hold AVB as of Q1 2023.

Core Wealth Partners reported no remaining AvalonBay Communities position as of Q1 2023 after selling out during the quarter.
Core Wealth Partners sold 10,123 AvalonBay Communities shares in Q1 2023, an estimated $113K.
Core Wealth Partners first reported a position in AvalonBay Communities in Q4 2022 and held it in 1 quarter.
Core Wealth Partners's AvalonBay Communities position peaked at $113K in Q4 2022.
635 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2023.

Based on Core Wealth Partners's 13F filing for Q1 2023, filed 12 May 2023.