Evolution Wealth Advisors’s AvalonBay Communities AVB Stock Holding History

Evolution Wealth Advisors’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
2021 Q4	–	Sell	-22	Closed	-$5K	–	181
2021 Q3	$5K	Hold	22	–	–	﹤0.01%	496
2021 Q2	$5K	Hold	22	–	–	﹤0.01%	495
2021 Q1	$4K	Hold	22	–	–	﹤0.01%	545
2020 Q4	$4K	Buy	+22	New	+$3.5K	﹤0.01%	465
2020 Q1	–	Sell	-26	Closed	-$5K	–	331
2019 Q4	$5K	Buy	26 +1	+4%	+$214	﹤0.01%	389
2019 Q3	$5K	Hold	25	–	–	﹤0.01%	265
2019 Q2	$5K	Buy	+25	New	+$5.07K	﹤0.01%	258

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Evolution Wealth Advisors's AVB Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of AvalonBay Communities (AVB) in Q4 2021, closing a stake of 22 shares — an estimated $5K sold.

Evolution Wealth Advisors first reported a position in AVB in Q2 2019 and held it in 7 quarters. The position peaked at $5K in Q3 2021. 646 funds tracked by Wall St. Rank hold AVB as of Q4 2021.

Evolution Wealth Advisors reported no remaining AvalonBay Communities position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 22 AvalonBay Communities shares in Q4 2021, an estimated $5K.
Evolution Wealth Advisors first reported a position in AvalonBay Communities in Q2 2019 and held it in 7 quarters.
Evolution Wealth Advisors's AvalonBay Communities position peaked at $5K in Q3 2021.
646 funds tracked by Wall St. Rank held AvalonBay Communities as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.