Lee Financial’s AvalonBay Communities AVB Stock Holding History

Lee Financial’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
2022 Q1	–	Sell	-313	Closed	-$79K	–	773
2021 Q4	$79K	Buy	+313	New	+$74.6K	0.01%	210

Other funds holding AVB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Lee Financial's AVB Position: Q1 2022 in Review

Lee Financial sold out of AvalonBay Communities (AVB) in Q1 2022, closing a stake of 313 shares — an estimated $79K sold.

Lee Financial first reported a position in AVB in Q4 2021 and held it in 1 quarter. The position peaked at $79K in Q4 2021. 648 funds tracked by Wall St. Rank hold AVB as of Q1 2022.

Lee Financial reported no remaining AvalonBay Communities position as of Q1 2022 after selling out during the quarter.
Lee Financial sold 313 AvalonBay Communities shares in Q1 2022, an estimated $79K.
Lee Financial first reported a position in AvalonBay Communities in Q4 2021 and held it in 1 quarter.
Lee Financial's AvalonBay Communities position peaked at $79K in Q4 2021.
648 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2022.

Based on Lee Financial's 13F filing for Q1 2022, filed 11 May 2022.