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Engrave Wealth Partners’s AvalonBay Communities AVB Stock Holding History

Engrave Wealth Partners’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
Q3 		– Sell
-45
Closed -$6K – 82
2020
Q2 		$6K Hold
45
– – 0.01% 296
2020
Q1 		$6K Hold
45
– – 0.01% 248
2019
Q4 		$9K Buy
+45
New +$9.64K 0.01% 307

Other funds holding AVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Engrave Wealth Partners's AVB Position: Q3 2020 in Review

Engrave Wealth Partners sold out of AvalonBay Communities (AVB) in Q3 2020, closing a stake of 45 shares — an estimated $6K sold.

Engrave Wealth Partners first reported a position in AVB in Q4 2019 and held it in 3 quarters. The position peaked at $9K in Q4 2019. 523 funds tracked by Wall St. Rank hold AVB as of Q3 2020.

  • Engrave Wealth Partners reported no remaining AvalonBay Communities position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 45 AvalonBay Communities shares in Q3 2020, an estimated $6K.
  • Engrave Wealth Partners first reported a position in AvalonBay Communities in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's AvalonBay Communities position peaked at $9K in Q4 2019.
  • 523 funds tracked by Wall St. Rank held AvalonBay Communities as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.