Edge Wealth Management’s AvalonBay Communities AVB Stock Holding History

Edge 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
2020 Q4	–	Sell	-515	Closed	-$77K	–	388
2020 Q3	$77K	Hold	515	–	–	0.02%	170
2020 Q2	$80K	Hold	515	–	–	0.02%	225
2020 Q1	$74K	Hold	515	–	–	0.02%	197
2019 Q4	$108K	Hold	515	–	–	0.02%	188
2019 Q3	$110K	Hold	515	–	–	0.03%	179
2019 Q2	$105K	Hold	515	–	–	0.02%	191
2019 Q1	$103K	Hold	515	–	–	0.03%	179
2018 Q4	$90K	Hold	515	–	–	0.03%	196
2018 Q3	$93K	Hold	515	–	–	0.02%	202
2018 Q2	$89K	Hold	515	–	–	0.02%	199
2018 Q1	$85K	Hold	515	–	–	0.02%	175
2017 Q4	$91K	Hold	515	–	–	0.03%	178
2017 Q3	$92K	Hold	515	–	–	0.03%	176
2017 Q2	$100K	Hold	515	–	–	0.03%	170
2017 Q1	$94K	Hold	515	–	–	0.03%	172
2016 Q4	$91K	Hold	515	–	–	0.03%	158
2016 Q3	$92K	Hold	515	–	–	0.04%	148
2016 Q2	$93K	Hold	515	–	–	0.04%	145
2016 Q1	$98K	Hold	515	–	–	0.04%	136
2015 Q4	$96K	Hold	515	–	–	0.04%	148
2015 Q3	$89K	Hold	515	–	–	0.03%	140
2015 Q2	$82K	Hold	515	–	–	0.03%	155
2015 Q1	$90K	Hold	515	–	–	0.03%	143
2014 Q4	$85K	Hold	515	–	–	0.03%	156
2014 Q3	$73K	Hold	515	–	–	0.03%	157
2014 Q2	$73K	Hold	515	–	–	0.03%	157
2014 Q1	$68K	Hold	515	–	–	0.03%	157
2013 Q4	$61K	Hold	515	–	–	0.03%	154
2013 Q3	$65K	Hold	515	–	–	0.04%	125
2013 Q2	$70K	Buy	+515	New	+$68.8K	0.05%	104

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

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

Norges Bank Oslo, Norway $1T AUM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Edge Wealth Management's AVB Position: Q4 2020 in Review

Edge Wealth Management sold out of AvalonBay Communities (AVB) in Q4 2020, closing a stake of 515 shares — an estimated $77K sold.

Edge Wealth Management first reported a position in AVB in Q2 2013 and held it in 30 quarters. The position peaked at $110K in Q3 2019. 552 funds tracked by Wall St. Rank hold AVB as of Q4 2020.

Edge Wealth Management reported no remaining AvalonBay Communities position as of Q4 2020 after selling out during the quarter.
Edge Wealth Management sold 515 AvalonBay Communities shares in Q4 2020, an estimated $77K.
Edge Wealth Management first reported a position in AvalonBay Communities in Q2 2013 and held it in 30 quarters.
Edge Wealth Management's AvalonBay Communities position peaked at $110K in Q3 2019.
552 funds tracked by Wall St. Rank held AvalonBay Communities as of Q4 2020.

Based on Edge Wealth Management's 13F filing for Q4 2020, filed 19 Jan 2021.