FWA
AVB

FSM Wealth Advisors’s AvalonBay Communities AVB Stock Holding History

FSM Wealth Advisors’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
Q4 		– Sell
-1,031
Closed -$232K – 194
2024
Q3 		$232K Buy
+1,031
New +$223K 0.06% 160
2024
Q1 		– Sell
-1,300
Closed -$243K – 167
2023
Q4 		$243K Sell
1,300
-146
-10% -$25.5K 0.1% 133
2023
Q3 		$248K Buy
+1,446
New +$267K 0.12% 123

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

FSM Wealth Advisors's AVB Position: Q4 2024 in Review

FSM Wealth Advisors sold out of AvalonBay Communities (AVB) in Q4 2024, closing a stake of 1,031 shares — an estimated $232K sold.

FSM Wealth Advisors first reported a position in AVB in Q3 2023 and held it in 3 quarters. The position peaked at $248K in Q3 2023. 763 funds tracked by Wall St. Rank hold AVB as of Q4 2024.

  • FSM Wealth Advisors reported no remaining AvalonBay Communities position as of Q4 2024 after selling out during the quarter.
  • FSM Wealth Advisors sold 1,031 AvalonBay Communities shares in Q4 2024, an estimated $232K.
  • FSM Wealth Advisors first reported a position in AvalonBay Communities in Q3 2023 and held it in 3 quarters.
  • FSM Wealth Advisors's AvalonBay Communities position peaked at $248K in Q3 2023.
  • 763 funds tracked by Wall St. Rank held AvalonBay Communities as of Q4 2024.

Based on FSM Wealth Advisors's 13F filing for Q4 2024, filed 24 Jan 2025.