FWM
AVB

Focused Wealth Management’s AvalonBay Communities AVB Stock Holding History

Focused Wealth Management’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
2023
Q2 		– Sell
-300
Closed -$50.4K – 1069
2023
Q1 		$50.4K Buy
+300
New +$51.2K 0.01% 305

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Focused Wealth Management's AVB Position: Q2 2023 in Review

Focused Wealth Management sold out of AvalonBay Communities (AVB) in Q2 2023, closing a stake of 300 shares — an estimated $50.4K sold.

Focused Wealth Management first reported a position in AVB in Q1 2023 and held it in 1 quarter. The position peaked at $50.4K in Q1 2023. 642 funds tracked by Wall St. Rank hold AVB as of Q2 2023.

  • Focused Wealth Management reported no remaining AvalonBay Communities position as of Q2 2023 after selling out during the quarter.
  • Focused Wealth Management sold 300 AvalonBay Communities shares in Q2 2023, an estimated $50.4K.
  • Focused Wealth Management first reported a position in AvalonBay Communities in Q1 2023 and held it in 1 quarter.
  • Focused Wealth Management's AvalonBay Communities position peaked at $50.4K in Q1 2023.
  • 642 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2023.

Based on Focused Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.