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AVB

FDx Advisors’s AvalonBay Communities AVB Stock Holding History

FDx 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
2024
Q1 		– Sell
-1,520
Closed -$285K – 364
2023
Q4 		$285K Buy
+1,520
New +$265K 0.02% 535
2023
Q3 		– Sell
-2,041
Closed -$386K – 637
2023
Q2 		$386K Sell
2,041
-2,721
-57% -$486K 0.02% 520
2023
Q1 		$769K Hold
4,762
– – 0.03% 346
2022
Q4 		$769K Buy
4,762
+3,451
+263% +$587K 0.03% 346
2022
Q3 		$241K Sell
1,311
-543
-29% -$110K 0.01% 626
2022
Q2 		$360K Buy
+1,854
New +$402K 0.01% 570
2022
Q1 		– Sell
-1,172
Closed -$296K – 831
2021
Q4 		$296K Buy
1,172
+218
+23% +$52K 0.01% 698
2021
Q3 		$211K Sell
954
-16
-2% -$3.59K 0.01% 781
2021
Q2 		$202K Buy
+970
New +$194K 0.01% 786
2020
Q3 		– Sell
-1,323
Closed -$205K – 607
2020
Q2 		$205K Sell
1,323
-125
-9% -$19.8K 0.01% 542
2020
Q1 		$213K Buy
1,448
+367
+34% +$73.9K 0.01% 462
2019
Q4 		$227K Buy
1,081
+63
+6% +$13.5K 0.01% 561
2019
Q3 		$219K Sell
1,018
-98
-9% -$20.5K 0.02% 574
2019
Q2 		$227K Buy
+1,116
New +$226K 0.01% 729
2016
Q1 		– Sell
-2,252
Closed -$415K – 897
2015
Q4 		$415K Buy
2,252
+250
+12% +$44.7K 0.02% 621
2015
Q3 		$350K Buy
2,002
+376
+23% +$63.7K 0.03% 566
2015
Q2 		$247K Buy
+1,626
New +$271K 0.01% 820
2015
Q1 		– Sell
-1,269
Closed -$207K – 1867
2014
Q4 		$207K Buy
+1,269
New +$199K 0.01% 841
2014
Q3 		– Sell
-2,031
Closed -$289K – 946
2014
Q2 		$289K Buy
+2,031
New +$281K 0.02% 794

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

FDx Advisors's AVB Position: Q1 2024 in Review

FDx Advisors sold out of AvalonBay Communities (AVB) in Q1 2024, closing a stake of 1,520 shares — an estimated $285K sold.

FDx Advisors first reported a position in AVB in Q2 2014 and held it in 19 quarters. The position peaked at $769K in Q1 2023. 704 funds tracked by Wall St. Rank hold AVB as of Q1 2024.

  • FDx Advisors reported no remaining AvalonBay Communities position as of Q1 2024 after selling out during the quarter.
  • FDx Advisors sold 1,520 AvalonBay Communities shares in Q1 2024, an estimated $285K.
  • FDx Advisors first reported a position in AvalonBay Communities in Q2 2014 and held it in 19 quarters.
  • FDx Advisors's AvalonBay Communities position peaked at $769K in Q1 2023.
  • 704 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2024.

Based on FDx Advisors's 13F filing for Q1 2024, filed 3 May 2024.