Financial Architects (New Jersey)’s AvalonBay Communities AVB Stock Holding History

Financial Architects (New Jersey)’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 Q1	–	Sell	-650	Closed	-$136K	–	843
2019 Q4	$136K	Sell	650 -100	-13%	-$21.4K	0.03%	288
2019 Q3	$161K	Buy	750 +580	+341%	+$121K	0.04%	262
2019 Q2	$35K	Sell	170 -85	-33%	-$17.2K	0.01%	580
2019 Q1	$51K	Buy	255 +24	+10%	+$4.59K	0.01%	595
2018 Q4	$40K	Hold	231	–	–	0.01%	599
2018 Q3	$42K	Sell	231 -4	-2%	-$714	0.01%	679
2018 Q2	$40K	Buy	235 +18	+8%	+$2.98K	0.01%	625
2018 Q1	$36K	Buy	217 +21	+11%	+$3.44K	0.01%	702
2017 Q4	$35K	Hold	196	–	–	0.01%	779
2017 Q3	$35K	Sell	196 -6	-3%	-$1.12K	0.01%	791
2017 Q2	$39K	Buy	202 +25	+14%	+$4.78K	0.01%	755
2017 Q1	$32K	Sell	177 -25	-12%	-$4.49K	0.01%	793
2016 Q4	$36K	Sell	202 -2	-1%	-$337	0.01%	668
2016 Q3	$36K	Hold	204	–	–	0.01%	672
2016 Q2	$37K	Buy	+204	New	+$36.8K	0.01%	618
2015 Q3	–	Sell	-5	Closed	-$1K	–	257
2015 Q2	$1K	Buy	+5	New	+$833	﹤0.01%	1139

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

Financial Architects (New Jersey)'s AVB Position: Q1 2020 in Review

Financial Architects (New Jersey) sold out of AvalonBay Communities (AVB) in Q1 2020, closing a stake of 650 shares — an estimated $136K sold.

Financial Architects (New Jersey) first reported a position in AVB in Q2 2015 and held it in 16 quarters. The position peaked at $161K in Q3 2019. 563 funds tracked by Wall St. Rank hold AVB as of Q1 2020.

Financial Architects (New Jersey) reported no remaining AvalonBay Communities position as of Q1 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 650 AvalonBay Communities shares in Q1 2020, an estimated $136K.
Financial Architects (New Jersey) first reported a position in AvalonBay Communities in Q2 2015 and held it in 16 quarters.
Financial Architects (New Jersey)'s AvalonBay Communities position peaked at $161K in Q3 2019.
563 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2020, filed 7 May 2020.