Liberty Wealth Management’s AvalonBay Communities AVB Stock Holding History

Liberty 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
2021 Q4	–	Sell	-19	Closed	-$5K	–	237
2021 Q3	$5K	Buy	19 +1	+6%	+$225	﹤0.01%	940
2021 Q2	$4K	Hold	18	–	–	﹤0.01%	818
2021 Q1	$3K	Hold	18	–	–	﹤0.01%	757
2020 Q4	$3K	Hold	18	–	–	﹤0.01%	753
2020 Q3	$3K	Hold	18	–	–	﹤0.01%	694
2020 Q2	$3K	Hold	18	–	–	﹤0.01%	683
2020 Q1	$3K	Hold	18	–	–	﹤0.01%	660
2019 Q4	$4K	Hold	18	–	–	﹤0.01%	689
2019 Q3	$4K	Buy	18 +13	+260%	+$2.72K	﹤0.01%	659
2019 Q2	$1K	Hold	5	–	–	﹤0.01%	798
2019 Q1	$1K	Buy	+5	New	+$956	﹤0.01%	656

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

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

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

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

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

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

Liberty Wealth Management's AVB Position: Q4 2021 in Review

Liberty Wealth Management sold out of AvalonBay Communities (AVB) in Q4 2021, closing a stake of 19 shares — an estimated $5K sold.

Liberty Wealth Management first reported a position in AVB in Q1 2019 and held it in 11 quarters. The position peaked at $5K in Q3 2021. 646 funds tracked by Wall St. Rank hold AVB as of Q4 2021.

Liberty Wealth Management reported no remaining AvalonBay Communities position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 19 AvalonBay Communities shares in Q4 2021, an estimated $5K.
Liberty Wealth Management first reported a position in AvalonBay Communities in Q1 2019 and held it in 11 quarters.
Liberty Wealth Management's AvalonBay Communities position peaked at $5K in Q3 2021.
646 funds tracked by Wall St. Rank held AvalonBay Communities as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.