Delos Wealth Advisors’s AvalonBay Communities AVB Stock Holding History

Delos Wealth 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 Q4	–	Sell	-28	Closed	-$5.15K	–	345
2023 Q3	$5.15K	Hold	28	–	–	0.01%	156
2023 Q2	$5.3K	Hold	28	–	–	0.01%	155
2023 Q1	$4.71K	Hold	28	–	–	0.01%	157
2022 Q4	$4.52K	Hold	28	–	–	0.01%	177
2022 Q3	$5K	Hold	28	–	–	0.01%	170
2022 Q2	$5K	Hold	28	–	–	0.01%	170
2022 Q1	$7K	Hold	28	–	–	0.01%	183
2021 Q4	$7K	Buy	+28	New	+$6.68K	0.01%	252

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Delos Wealth Advisors's AVB Position: Q4 2023 in Review

Delos Wealth Advisors sold out of AvalonBay Communities (AVB) in Q4 2023, closing a stake of 28 shares — an estimated $5.15K sold.

Delos Wealth Advisors first reported a position in AVB in Q4 2021 and held it in 8 quarters. The position peaked at $7K in Q1 2022. 710 funds tracked by Wall St. Rank hold AVB as of Q4 2023.

Delos Wealth Advisors reported no remaining AvalonBay Communities position as of Q4 2023 after selling out during the quarter.
Delos Wealth Advisors sold 28 AvalonBay Communities shares in Q4 2023, an estimated $5.15K.
Delos Wealth Advisors first reported a position in AvalonBay Communities in Q4 2021 and held it in 8 quarters.
Delos Wealth Advisors's AvalonBay Communities position peaked at $7K in Q1 2022.
710 funds tracked by Wall St. Rank held AvalonBay Communities as of Q4 2023.

Based on Delos Wealth Advisors's 13F filing for Q4 2023, filed 7 Feb 2024.