IWM
AVB icon

IHT Wealth Management’s AvalonBay Communities AVB Stock Holding History

IHT 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
2020
Q2 		– Sell
-1,532
Closed -$225K – 580
2020
Q1 		$225K Sell
1,532
-391
-20% -$78.8K 0.03% 460
2019
Q4 		$403K Buy
+1,923
New +$412K 0.05% 367

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

IHT Wealth Management's AVB Position: Q2 2020 in Review

IHT Wealth Management sold out of AvalonBay Communities (AVB) in Q2 2020, closing a stake of 1,532 shares — an estimated $225K sold.

IHT Wealth Management first reported a position in AVB in Q4 2019 and held it in 2 quarters. The position peaked at $403K in Q4 2019. 563 funds tracked by Wall St. Rank hold AVB as of Q2 2020.

  • IHT Wealth Management reported no remaining AvalonBay Communities position as of Q2 2020 after selling out during the quarter.
  • IHT Wealth Management sold 1,532 AvalonBay Communities shares in Q2 2020, an estimated $225K.
  • IHT Wealth Management first reported a position in AvalonBay Communities in Q4 2019 and held it in 2 quarters.
  • IHT Wealth Management's AvalonBay Communities position peaked at $403K in Q4 2019.
  • 563 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2020.

Based on IHT Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.