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Financial Gravity Companies’s AvalonBay Communities AVB Stock Holding History

Financial Gravity Companies’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
2018
Q1 		– Sell
-192
Closed -$33K – 1399
2017
Q4 		$33K Buy
+192
New +$34.8K 0.04% 403

Other funds holding AVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Gravity Companies's AVB Position: Q1 2018 in Review

Financial Gravity Companies sold out of AvalonBay Communities (AVB) in Q1 2018, closing a stake of 192 shares — an estimated $33K sold.

Financial Gravity Companies first reported a position in AVB in Q4 2017 and held it in 1 quarter. The position peaked at $33K in Q4 2017. 507 funds tracked by Wall St. Rank hold AVB as of Q1 2018.

  • Financial Gravity Companies reported no remaining AvalonBay Communities position as of Q1 2018 after selling out during the quarter.
  • Financial Gravity Companies sold 192 AvalonBay Communities shares in Q1 2018, an estimated $33K.
  • Financial Gravity Companies first reported a position in AvalonBay Communities in Q4 2017 and held it in 1 quarter.
  • Financial Gravity Companies's AvalonBay Communities position peaked at $33K in Q4 2017.
  • 507 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2018.

Based on Financial Gravity Companies's 13F filing for Q1 2018, filed 4 May 2018.