CSat Investment Advisory’s AvalonBay Communities AVB Stock Holding History

CSat Investment Advisory’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
2021 Q1	$30K	Buy	162 +3	+2%	+$524	0.03%	306
2020 Q4	$26K	Sell	159 -336	-68%	-$53.4K	0.02%	290
2020 Q3	$74K	Sell	495 -251	-34%	-$38.4K	0.01%	576
2020 Q2	$116K	Buy	746 +112	+18%	+$17.7K	0.01%	419
2020 Q1	$93K	Buy	634 +248	+64%	+$50K	0.02%	356
2019 Q4	$81K	Buy	386 +111	+40%	+$23.8K	0.02%	420
2019 Q3	$60K	Buy	275 +21	+8%	+$4.39K	0.02%	442
2019 Q2	$52K	Buy	254 +200	+370%	+$40.5K	0.02%	491
2019 Q1	$11K	Buy	54 +2	+4%	+$382	0.01%	417
2018 Q4	$9K	Buy	52 +7	+16%	+$1.26K	0.01%	421
2018 Q3	$8K	Buy	45 +1	+2%	+$179	﹤0.01%	400
2018 Q2	$8K	Buy	+44	New	+$7.27K	﹤0.01%	385

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

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

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CSat Investment Advisory's AVB Position: Q1 2021 in Review

CSat Investment Advisory increased its AvalonBay Communities (AVB) stake by 1.9% in Q1 2021, buying an estimated $524 and bringing the position to 162 shares worth $30K. The position accounts for 0.03% of the portfolio, ranked #306.

CSat Investment Advisory first reported a position in AVB in Q2 2018 and has held it in 12 quarters since. The position peaked at $116K in Q2 2020. 570 funds tracked by Wall St. Rank hold AVB as of Q1 2021.

CSat Investment Advisory held 162 shares of AvalonBay Communities worth $30K as of Q1 2021.
CSat Investment Advisory bought 3 AvalonBay Communities shares in Q1 2021, an estimated $524.
AvalonBay Communities made up 0.03% of CSat Investment Advisory's portfolio in Q1 2021, its #306 holding.
CSat Investment Advisory first reported a position in AvalonBay Communities in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's AvalonBay Communities position peaked at $116K in Q2 2020.
570 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.