EWM
AVB

Evermay Wealth Management’s AvalonBay Communities AVB Stock Holding History

Evermay 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
2024
Q1 		– Sell
-2
Closed -$375 – 621
2023
Q4 		$375 Buy
+2
New +$349 ﹤0.01% 596

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Evermay Wealth Management's AVB Position: Q1 2024 in Review

Evermay Wealth Management sold out of AvalonBay Communities (AVB) in Q1 2024, closing a stake of 2 shares — an estimated $375 sold.

Evermay Wealth Management first reported a position in AVB in Q4 2023 and held it in 1 quarter. The position peaked at $375 in Q4 2023. 704 funds tracked by Wall St. Rank hold AVB as of Q1 2024.

  • Evermay Wealth Management reported no remaining AvalonBay Communities position as of Q1 2024 after selling out during the quarter.
  • Evermay Wealth Management sold 2 AvalonBay Communities shares in Q1 2024, an estimated $375.
  • Evermay Wealth Management first reported a position in AvalonBay Communities in Q4 2023 and held it in 1 quarter.
  • Evermay Wealth Management's AvalonBay Communities position peaked at $375 in Q4 2023.
  • 704 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2024.

Based on Evermay Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.