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JP Morgan Private Wealth Advisors’s AvalonBay Communities AVB Stock Holding History

JP Morgan Private Wealth 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
2023
Q3 		$11.1M Buy
+64,595
New +$11.9M 0.03% 359
2023
Q2 		– Sell
-93,971
Closed -$15.8M – 1501
2023
Q1 		$15.8M Sell
93,971
-158,112
-63% -$27M 0.03% 344
2022
Q4 		$40.7M Sell
252,083
-81,914
-25% -$13.9M 0.09% 203
2022
Q3 		$61.5M Buy
333,997
+14,028
+4% +$2.83M 0.16% 142
2022
Q2 		$62.2M Buy
319,969
+43,372
+16% +$9.39M 0.16% 144
2022
Q1 		$68.7M Buy
276,597
+54,794
+25% +$13.4M 0.15% 151
2021
Q4 		$56M Buy
221,803
+16,901
+8% +$4.03M 0.12% 176
2021
Q3 		$45.4M Buy
204,902
+122,432
+148% +$27.5M 0.11% 192
2021
Q2 		$17.2M Buy
82,470
+784
+1% +$157K 0.04% 334
2021
Q1 		$15.1M Buy
81,686
+21,693
+36% +$3.79M 0.05% 316
2020
Q4 		$9.63M Sell
59,993
-8,178
-12% -$1.3M 0.03% 364
2020
Q3 		$10.2M Sell
68,171
-47,105
-41% -$7.21M 0.04% 327
2020
Q2 		$17.8M Buy
115,276
+29,671
+35% +$4.69M 0.08% 205
2020
Q1 		$12.6M Buy
85,605
+5,719
+7% +$1.15M 0.07% 228
2019
Q4 		$16.8M Buy
79,886
+3,667
+5% +$786K 0.08% 229
2019
Q3 		$16.4M Sell
76,219
-1,335
-2% -$279K 0.09% 212
2019
Q2 		$15.8M Sell
77,554
-1,406
-2% -$285K 0.09% 217
2019
Q1 		$15.8M Sell
78,960
-23,392
-23% -$4.47M 0.08% 222
2018
Q4 		$17.8M Sell
102,352
-11,128
-10% -$2.01M 0.11% 186
2018
Q3 		$20.6M Sell
113,480
-854
-0.7% -$153K 0.1% 200
2018
Q2 		$19.7M Buy
+114,334
New +$18.9M 0.11% 186
2016
Q2 		– Sell
-1,240
Closed -$236K – 1259
2016
Q1 		$236K Buy
1,240
+103
+9% +$18.2K ﹤0.01% 1026
2015
Q4 		$209K Buy
+1,137
New +$203K ﹤0.01% 1006

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 $865B AUM 30.76% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Private Wealth Advisors's AVB Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors opened a new position in AvalonBay Communities (AVB) in Q3 2023: 64,595 shares worth $11.1M. The stake represents 0.03% of the portfolio and ranks #359 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in AVB as recently as Q1 2023.

JP Morgan Private Wealth Advisors first reported a position in AVB in Q4 2015 and has held it in 23 quarters since. The position peaked at $68.7M in Q1 2022. 646 funds tracked by Wall St. Rank hold AVB as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 64,595 shares of AvalonBay Communities worth $11.1M as of Q3 2023.
  • AvalonBay Communities was a new JP Morgan Private Wealth Advisors position in Q3 2023.
  • AvalonBay Communities made up 0.03% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #359 holding.
  • JP Morgan Private Wealth Advisors first reported a position in AvalonBay Communities in Q4 2015 and has held it in 23 quarters since.
  • JP Morgan Private Wealth Advisors's AvalonBay Communities position peaked at $68.7M in Q1 2022.
  • 646 funds tracked by Wall St. Rank held AvalonBay Communities as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.