JA
AVB

JOYN Advisors’s AvalonBay Communities AVB Stock Holding History

JOYN Advisors’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
2019
Q1 		– Sell
-478
Closed -$83K – 220
2018
Q4 		$83K Buy
478
+2
+0.4% +$361 0.02% 228
2018
Q3 		$86K Buy
476
+21
+5% +$3.75K 0.02% 251
2018
Q2 		$78K Buy
455
+423
+1,322% +$69.9K 0.02% 279
2018
Q1 		$5K Buy
+32
New +$5.25K ﹤0.01% 845

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JOYN Advisors's AVB Position: Q1 2019 in Review

JOYN Advisors sold out of AvalonBay Communities (AVB) in Q1 2019, closing a stake of 478 shares — an estimated $83K sold.

JOYN Advisors first reported a position in AVB in Q1 2018 and held it in 4 quarters. The position peaked at $86K in Q3 2018. 559 funds tracked by Wall St. Rank hold AVB as of Q1 2019.

  • JOYN Advisors reported no remaining AvalonBay Communities position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 478 AvalonBay Communities shares in Q1 2019, an estimated $83K.
  • JOYN Advisors first reported a position in AvalonBay Communities in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's AvalonBay Communities position peaked at $86K in Q3 2018.
  • 559 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.