First Personal Financial Services’s AvalonBay Communities AVB Stock Holding History

First Personal Financial Services’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 Q3	$676	Buy	+3	New	+$648	﹤0.01%	377
2020 Q1	–	Sell	-8	Closed	-$2K	–	314
2019 Q4	$2K	Hold	8	–	–	﹤0.01%	353
2019 Q3	$2K	Buy	+8	New	+$1.67K	﹤0.01%	415
2019 Q2	–	Hold	0	–	–	–	655
2017 Q2	–	Hold	0	–	–	–	804
2017 Q1	–	Hold	0	–	–	–	844
2016 Q4	–	Hold	0	–	–	–	884
2016 Q3	–	Hold	0	–	–	–	760
2016 Q2	–	Hold	0	–	–	–	724
2015 Q1	–	Hold	0	–	–	–	368

Other funds holding AVB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

First Personal Financial Services's AVB Position: Q3 2024 in Review

First Personal Financial Services opened a new position in AvalonBay Communities (AVB) in Q3 2024: 3 shares worth $676. The stake represents ﹤0.01% of the portfolio and ranks #377 among its holdings. This is a return to the name: First Personal Financial Services previously reported a position in AVB as recently as Q4 2019.

First Personal Financial Services first reported a position in AVB in Q3 2019 and has held it in 3 quarters since. The position peaked at $2K in Q4 2019. 737 funds tracked by Wall St. Rank hold AVB as of Q3 2024.

First Personal Financial Services held 3 shares of AvalonBay Communities worth $676 as of Q3 2024.
AvalonBay Communities was a new First Personal Financial Services position in Q3 2024.
AvalonBay Communities made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #377 holding.
First Personal Financial Services first reported a position in AvalonBay Communities in Q3 2019 and has held it in 3 quarters since.
First Personal Financial Services's AvalonBay Communities position peaked at $2K in Q4 2019.
737 funds tracked by Wall St. Rank held AvalonBay Communities as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.