Lenox Wealth Management’s AvalonBay Communities AVB Stock Holding History

Lenox Wealth Management’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	-14	Closed	-$3K	–	699
2019 Q4	$3K	Hold	14	–	–	﹤0.01%	591
2019 Q3	$3K	Hold	14	–	–	﹤0.01%	585
2019 Q2	$2K	Hold	14	–	–	﹤0.01%	589
2019 Q1	$3K	Hold	14	–	–	﹤0.01%	567
2018 Q4	$2K	Hold	14	–	–	﹤0.01%	538
2018 Q3	$3K	Hold	14	–	–	﹤0.01%	543
2018 Q2	$2K	Sell	14 -13	-48%	-$2.15K	﹤0.01%	495
2018 Q1	$1K	Buy	+27	New	+$4.42K	﹤0.01%	455

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

Lenox Wealth Management's AVB Position: Q1 2020 in Review

Lenox Wealth Management sold out of AvalonBay Communities (AVB) in Q1 2020, closing a stake of 14 shares — an estimated $3K sold.

Lenox Wealth Management first reported a position in AVB in Q1 2018 and held it in 8 quarters. The position peaked at $3K in Q4 2019. 563 funds tracked by Wall St. Rank hold AVB as of Q1 2020.

Lenox Wealth Management reported no remaining AvalonBay Communities position as of Q1 2020 after selling out during the quarter.
Lenox Wealth Management sold 14 AvalonBay Communities shares in Q1 2020, an estimated $3K.
Lenox Wealth Management first reported a position in AvalonBay Communities in Q1 2018 and held it in 8 quarters.
Lenox Wealth Management's AvalonBay Communities position peaked at $3K in Q4 2019.
563 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2020.

Based on Lenox Wealth Management's 13F filing for Q1 2020, filed 20 Apr 2020.