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Halpern Financial’s AvalonBay Communities AVB Stock Holding History

Halpern Financial’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
-26
Closed -$4.68K – 223
2024
Q1 		$4.68K Hold
26
– – ﹤0.01% 182
2023
Q4 		$4.77K Sell
26
-50
-66% -$8.72K ﹤0.01% 203
2023
Q3 		$13.1K Buy
+76
New +$14K ﹤0.01% 143

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Halpern Financial's AVB Position: Q2 2024 in Review

Halpern Financial sold out of AvalonBay Communities (AVB) in Q2 2024, closing a stake of 26 shares — an estimated $4.68K sold.

Halpern Financial first reported a position in AVB in Q3 2023 and held it in 3 quarters. The position peaked at $13.1K in Q3 2023. 712 funds tracked by Wall St. Rank hold AVB as of Q2 2024.

  • Halpern Financial reported no remaining AvalonBay Communities position as of Q2 2024 after selling out during the quarter.
  • Halpern Financial sold 26 AvalonBay Communities shares in Q2 2024, an estimated $4.68K.
  • Halpern Financial first reported a position in AvalonBay Communities in Q3 2023 and held it in 3 quarters.
  • Halpern Financial's AvalonBay Communities position peaked at $13.1K in Q3 2023.
  • 712 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2024.

Based on Halpern Financial's 13F filing for Q2 2024, filed 9 Jul 2024.