Crewe Advisors’s AvalonBay Communities AVB Stock Holding History

Crewe Advisors’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 Q3	–	Sell	-4	Closed	-$758	–	611
2023 Q2	$758	Sell	4 -20	-83%	-$3.57K	﹤0.01%	602
2023 Q1	$4.03K	Hold	24	–	–	﹤0.01%	658
2022 Q4	$3.88K	Sell	24 -49	-67%	-$8.34K	﹤0.01%	721
2022 Q3	$13K	Buy	73 +4	+6%	+$807	﹤0.01%	580
2022 Q2	$13K	Buy	+69	New	+$14.9K	﹤0.01%	528

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

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Crewe Advisors's AVB Position: Q3 2023 in Review

Crewe Advisors sold out of AvalonBay Communities (AVB) in Q3 2023, closing a stake of 4 shares — an estimated $758 sold.

Crewe Advisors first reported a position in AVB in Q2 2022 and held it in 5 quarters. The position peaked at $13K in Q3 2022. 646 funds tracked by Wall St. Rank hold AVB as of Q3 2023.

Crewe Advisors reported no remaining AvalonBay Communities position as of Q3 2023 after selling out during the quarter.
Crewe Advisors sold 4 AvalonBay Communities shares in Q3 2023, an estimated $758.
Crewe Advisors first reported a position in AvalonBay Communities in Q2 2022 and held it in 5 quarters.
Crewe Advisors's AvalonBay Communities position peaked at $13K in Q3 2022.
646 funds tracked by Wall St. Rank held AvalonBay Communities as of Q3 2023.

Based on Crewe Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.