Linscomb Wealth’s AvalonBay Communities AVB Stock Holding History

Linscomb Wealth’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 Q2	–	Sell	-3,823	Closed	-$563K	–	305
2020 Q1	$563K	Sell	3,823 -1,645	-30%	-$331K	0.05%	227
2019 Q4	$1.15M	Buy	+5,468	New	+$1.17M	0.07%	190

Other funds holding AVB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DCP

D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Linscomb Wealth's AVB Position: Q2 2020 in Review

Linscomb Wealth sold out of AvalonBay Communities (AVB) in Q2 2020, closing a stake of 3,823 shares — an estimated $563K sold.

Linscomb Wealth first reported a position in AVB in Q4 2019 and held it in 2 quarters. The position peaked at $1.15M in Q4 2019. 563 funds tracked by Wall St. Rank hold AVB as of Q2 2020.

Linscomb Wealth reported no remaining AvalonBay Communities position as of Q2 2020 after selling out during the quarter.
Linscomb Wealth sold 3,823 AvalonBay Communities shares in Q2 2020, an estimated $563K.
Linscomb Wealth first reported a position in AvalonBay Communities in Q4 2019 and held it in 2 quarters.
Linscomb Wealth's AvalonBay Communities position peaked at $1.15M in Q4 2019.
563 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2020.

Based on Linscomb Wealth's 13F filing for Q2 2020, filed 11 Aug 2020.