DWM
AVB

Destination Wealth Management’s AvalonBay Communities AVB Stock Holding History

Destination Wealth Management’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
2019
Q3 		– Sell
-310
Closed -$63K – 165
2019
Q2 		$63K Hold
310
– – ﹤0.01% 244
2019
Q1 		$62K Hold
310
– – ﹤0.01% 237
2018
Q4 		$54K Hold
310
– – ﹤0.01% 246
2018
Q3 		$56K Buy
+310
New +$55.4K ﹤0.01% 269

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Destination Wealth Management's AVB Position: Q3 2019 in Review

Destination Wealth Management sold out of AvalonBay Communities (AVB) in Q3 2019, closing a stake of 310 shares — an estimated $63K sold.

Destination Wealth Management first reported a position in AVB in Q3 2018 and held it in 4 quarters. The position peaked at $63K in Q2 2019. 548 funds tracked by Wall St. Rank hold AVB as of Q3 2019.

  • Destination Wealth Management reported no remaining AvalonBay Communities position as of Q3 2019 after selling out during the quarter.
  • Destination Wealth Management sold 310 AvalonBay Communities shares in Q3 2019, an estimated $63K.
  • Destination Wealth Management first reported a position in AvalonBay Communities in Q3 2018 and held it in 4 quarters.
  • Destination Wealth Management's AvalonBay Communities position peaked at $63K in Q2 2019.
  • 548 funds tracked by Wall St. Rank held AvalonBay Communities as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.