Kula Investments’s AvalonBay Communities AVB Stock Holding History

Kula Investments’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 Q1	–	Sell	-3,950	Closed	-$638K	–	606
2022 Q4	$638K	Buy	+3,950	New	+$672K	0.19%	146

Other funds holding AVB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kula Investments's AVB Position: Q1 2023 in Review

Kula Investments sold out of AvalonBay Communities (AVB) in Q1 2023, closing a stake of 3,950 shares — an estimated $638K sold.

Kula Investments first reported a position in AVB in Q4 2022 and held it in 1 quarter. The position peaked at $638K in Q4 2022. 634 funds tracked by Wall St. Rank hold AVB as of Q1 2023.

Kula Investments reported no remaining AvalonBay Communities position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 3,950 AvalonBay Communities shares in Q1 2023, an estimated $638K.
Kula Investments first reported a position in AvalonBay Communities in Q4 2022 and held it in 1 quarter.
Kula Investments's AvalonBay Communities position peaked at $638K in Q4 2022.
634 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.