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Lake Street Private Wealth’s AvalonBay Communities AVB Stock Holding History

Lake Street Private Wealth’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
Q4 		– Sell
-903
Closed -$203K – 248
2024
Q3 		$203K Buy
+903
New +$195K 0.03% 252

Other funds holding AVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lake Street Private Wealth's AVB Position: Q4 2024 in Review

Lake Street Private Wealth sold out of AvalonBay Communities (AVB) in Q4 2024, closing a stake of 903 shares — an estimated $203K sold.

Lake Street Private Wealth first reported a position in AVB in Q3 2024 and held it in 1 quarter. The position peaked at $203K in Q3 2024. 762 funds tracked by Wall St. Rank hold AVB as of Q4 2024.

  • Lake Street Private Wealth reported no remaining AvalonBay Communities position as of Q4 2024 after selling out during the quarter.
  • Lake Street Private Wealth sold 903 AvalonBay Communities shares in Q4 2024, an estimated $203K.
  • Lake Street Private Wealth first reported a position in AvalonBay Communities in Q3 2024 and held it in 1 quarter.
  • Lake Street Private Wealth's AvalonBay Communities position peaked at $203K in Q3 2024.
  • 762 funds tracked by Wall St. Rank held AvalonBay Communities as of Q4 2024.

Based on Lake Street Private Wealth's 13F filing for Q4 2024, filed 15 Jan 2025.