FANJ
AVB

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
2019
Q3 		– Sell
-900
Closed -$183K – 1012
2019
Q2 		$183K Buy
+900
New +$182K 0.03% 267

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
T. Rowe Price Associates
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.