Donoghue Forlines’s AvalonBay Communities AVB Stock Holding History

Donoghue Forlines’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
2024 Q3	–	Sell	-3,044	Closed	-$630K	–	233
2024 Q2	$630K	Buy	+3,044	New	+$589K	0.18%	114
2023 Q4	–	Sell	-3,161	Closed	-$543K	–	220
2023 Q3	$543K	Buy	3,161 +519	+20%	+$95.9K	0.19%	149
2023 Q2	$500K	Sell	2,642 -1,031	-28%	-$184K	0.16%	127
2023 Q1	$617K	Buy	3,673 +418	+13%	+$71.3K	0.22%	118
2022 Q4	$526K	Buy	+3,255	New	+$554K	0.19%	154
2022 Q3	–	Sell	-4,275	Closed	-$830K	–	241
2022 Q2	$830K	Buy	+4,275	New	+$926K	0.22%	116

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

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

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

Donoghue Forlines's AVB Position: Q3 2024 in Review

Donoghue Forlines sold out of AvalonBay Communities (AVB) in Q3 2024, closing a stake of 3,044 shares — an estimated $630K sold.

Donoghue Forlines first reported a position in AVB in Q2 2022 and held it in 6 quarters. The position peaked at $830K in Q2 2022. 738 funds tracked by Wall St. Rank hold AVB as of Q3 2024.

Donoghue Forlines reported no remaining AvalonBay Communities position as of Q3 2024 after selling out during the quarter.
Donoghue Forlines sold 3,044 AvalonBay Communities shares in Q3 2024, an estimated $630K.
Donoghue Forlines first reported a position in AvalonBay Communities in Q2 2022 and held it in 6 quarters.
Donoghue Forlines's AvalonBay Communities position peaked at $830K in Q2 2022.
738 funds tracked by Wall St. Rank held AvalonBay Communities as of Q3 2024.

Based on Donoghue Forlines's 13F filing for Q3 2024, filed 13 Nov 2024.