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JWM
Janiczek Wealth Management’s
AvalonBay Communities
AVB
Stock Holding History
Janiczek 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
Q2
$76.6K
Sell
370
-224
-38%
-$43.3K
0.02%
334
2024
Q1
$110K
Hold
594
–
–
0.02%
271
2023
Q4
$111K
Sell
594
-30
-5%
-$5.23K
0.03%
248
2023
Q3
$107K
Buy
624
+66
+12%
+$12.2K
0.03%
234
2023
Q2
$106K
Buy
558
+43
+8%
+$7.68K
0.03%
206
2023
Q1
$87.5K
Buy
515
+256
+99%
+$43.7K
0.02%
234
2022
Q4
$44.1K
Sell
259
-122
-32%
-$20.8K
0.01%
336
2022
Q3
$65K
Buy
381
+24
+7%
+$4.84K
0.02%
270
2022
Q2
$76K
Buy
357
+47
+15%
+$10.2K
0.02%
240
2022
Q1
$77K
Buy
310
+49
+19%
+$12K
0.02%
245
2021
Q4
$66K
Buy
261
+39
+18%
+$9.3K
0.02%
261
2021
Q3
$49K
Buy
222
+82
+59%
+$18.4K
0.02%
288
2021
Q2
$29K
Buy
140
+41
+41%
+$8.2K
0.01%
356
2021
Q1
$18K
Buy
99
+46
+87%
+$8.04K
0.01%
417
2020
Q4
$9K
Buy
53
+39
+279%
+$6.2K
﹤0.01%
487
2020
Q3
$2K
Buy
+14
New
+$2.14K
﹤0.01%
498
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$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
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$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Norges Bank
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$935B AUM
Principal Financial Group
Des Moines, Iowa
$187B AUM
18.48%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Legal & General Group
London, United Kingdom
$432B AUM
29.4%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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