LFA
AVB

Legacy Financial Advisors’s AvalonBay Communities AVB Stock Holding History

Legacy Financial 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
Q2 		– Sell
-184
Closed -$37K – 181
2019
Q1 		$37K Buy
184
+10
+6% +$1.91K 0.01% 325
2018
Q4 		$30K Buy
174
+61
+54% +$11K 0.01% 335
2018
Q3 		$20K Hold
113
– – 0.01% 374
2018
Q2 		$20K Buy
113
+10
+10% +$1.65K 0.01% 379
2018
Q1 		$17K Sell
103
-31
-23% -$5.08K 0.01% 386
2017
Q4 		$23K Buy
+134
New +$24.3K 0.01% 343

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Legacy Financial Advisors's AVB Position: Q2 2019 in Review

Legacy Financial Advisors sold out of AvalonBay Communities (AVB) in Q2 2019, closing a stake of 184 shares — an estimated $37K sold.

Legacy Financial Advisors first reported a position in AVB in Q4 2017 and held it in 6 quarters. The position peaked at $37K in Q1 2019. 549 funds tracked by Wall St. Rank hold AVB as of Q2 2019.

  • Legacy Financial Advisors reported no remaining AvalonBay Communities position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 184 AvalonBay Communities shares in Q2 2019, an estimated $37K.
  • Legacy Financial Advisors first reported a position in AvalonBay Communities in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's AvalonBay Communities position peaked at $37K in Q1 2019.
  • 549 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.