JPWM
AVB

Jamison Private Wealth Management’s AvalonBay Communities AVB Stock Holding History

Jamison Private 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
2024
Q4 		– Sell
-25
Closed -$5.74K – 219
2024
Q3 		$5.74K Hold
25
– – ﹤0.01% 373
2024
Q2 		$5.22K Hold
25
– – ﹤0.01% 349
2024
Q1 		$4.64K Hold
25
– – ﹤0.01% 363
2023
Q4 		$4.64K Hold
25
– – ﹤0.01% 344
2023
Q3 		$4.22K Buy
+25
New +$4.62K ﹤0.01% 335

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

Jamison Private Wealth Management's AVB Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of AvalonBay Communities (AVB) in Q4 2024, closing a stake of 25 shares — an estimated $5.74K sold.

Jamison Private Wealth Management first reported a position in AVB in Q3 2023 and held it in 5 quarters. The position peaked at $5.74K in Q3 2024. 763 funds tracked by Wall St. Rank hold AVB as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining AvalonBay Communities position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 25 AvalonBay Communities shares in Q4 2024, an estimated $5.74K.
  • Jamison Private Wealth Management first reported a position in AvalonBay Communities in Q3 2023 and held it in 5 quarters.
  • Jamison Private Wealth Management's AvalonBay Communities position peaked at $5.74K in Q3 2024.
  • 763 funds tracked by Wall St. Rank held AvalonBay Communities as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.