JWM
AVB

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

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Janiczek Wealth Management's AVB Position: Q2 2024 in Review

Janiczek Wealth Management reduced its AvalonBay Communities (AVB) stake by 38% in Q2 2024, selling an estimated $43.3K and leaving 370 shares worth $76.6K. The position accounts for 0.02% of the portfolio, ranked #334.

Janiczek Wealth Management first reported a position in AVB in Q3 2020 and has held it in 16 quarters since. The position peaked at $111K in Q4 2023. 712 funds tracked by Wall St. Rank hold AVB as of Q2 2024.

  • Janiczek Wealth Management held 370 shares of AvalonBay Communities worth $76.6K as of Q2 2024.
  • Janiczek Wealth Management sold 224 AvalonBay Communities shares in Q2 2024, an estimated $43.3K.
  • AvalonBay Communities made up 0.02% of Janiczek Wealth Management's portfolio in Q2 2024, its #334 holding.
  • Janiczek Wealth Management first reported a position in AvalonBay Communities in Q3 2020 and has held it in 16 quarters since.
  • Janiczek Wealth Management's AvalonBay Communities position peaked at $111K in Q4 2023.
  • 712 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.