LWPC
AVB

Legacy Wealth Partners (California)’s AvalonBay Communities AVB Stock Holding History

Legacy Wealth Partners (California)’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
2020
Q1 		– Sell
-2,651
Closed -$577K – 82
2019
Q4 		$577K Buy
+2,651
New +$568K 0.42% 58

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Legacy Wealth Partners (California)'s AVB Position: Q1 2020 in Review

Legacy Wealth Partners (California) sold out of AvalonBay Communities (AVB) in Q1 2020, closing a stake of 2,651 shares — an estimated $577K sold.

Legacy Wealth Partners (California) first reported a position in AVB in Q4 2019 and held it in 1 quarter. The position peaked at $577K in Q4 2019. 563 funds tracked by Wall St. Rank hold AVB as of Q1 2020.

  • Legacy Wealth Partners (California) reported no remaining AvalonBay Communities position as of Q1 2020 after selling out during the quarter.
  • Legacy Wealth Partners (California) sold 2,651 AvalonBay Communities shares in Q1 2020, an estimated $577K.
  • Legacy Wealth Partners (California) first reported a position in AvalonBay Communities in Q4 2019 and held it in 1 quarter.
  • Legacy Wealth Partners (California)'s AvalonBay Communities position peaked at $577K in Q4 2019.
  • 563 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2020.

Based on Legacy Wealth Partners (California)'s 13F filing for Q1 2020, filed 15 May 2020.