Global Financial Private Client’s AvalonBay Communities AVB Stock Holding History

Global Financial Private Client’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 Q2	–	Sell	-65	Closed	-$11.8K	–	689
2024 Q1	$11.8K	Hold	65	–	–	0.01%	444
2023 Q4	$12.2K	Hold	65	–	–	0.01%	430
2023 Q3	$10.9K	Hold	65	–	–	0.01%	428
2023 Q2	$12.4K	Hold	65	–	–	0.01%	411
2023 Q1	$10.9K	Hold	65	–	–	0.01%	435
2022 Q4	$10.5K	Hold	65	–	–	0.01%	418
2022 Q3	$12.1K	Hold	65	–	–	0.01%	389
2022 Q2	$12.8K	Hold	65	–	–	0.01%	377
2022 Q1	$16.5K	Hold	65	–	–	0.01%	362
2021 Q4	$16.4K	Buy	+65	New	+$15.5K	0.01%	351

Other funds holding AVB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Global Financial Private Client's AVB Position: Q2 2024 in Review

Global Financial Private Client sold out of AvalonBay Communities (AVB) in Q2 2024, closing a stake of 65 shares — an estimated $11.8K sold.

Global Financial Private Client first reported a position in AVB in Q4 2021 and held it in 10 quarters. The position peaked at $16.5K in Q1 2022. 712 funds tracked by Wall St. Rank hold AVB as of Q2 2024.

Global Financial Private Client reported no remaining AvalonBay Communities position as of Q2 2024 after selling out during the quarter.
Global Financial Private Client sold 65 AvalonBay Communities shares in Q2 2024, an estimated $11.8K.
Global Financial Private Client first reported a position in AvalonBay Communities in Q4 2021 and held it in 10 quarters.
Global Financial Private Client's AvalonBay Communities position peaked at $16.5K in Q1 2022.
712 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2024.

Based on Global Financial Private Client's 13F filing for Q2 2024, filed 29 Jul 2024.