Litman Gregory Wealth Management’s AvalonBay Communities AVB Stock Holding History

Litman Gregory 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
2019 Q4	–	Sell	-14	Closed	-$3K	–	211
2019 Q3	$3K	Sell	14 -13	-48%	-$2.72K	﹤0.01%	165
2019 Q2	$5K	Buy	+27	New	+$5.47K	﹤0.01%	171

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

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

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Litman Gregory Wealth Management's AVB Position: Q4 2019 in Review

Litman Gregory Wealth Management sold out of AvalonBay Communities (AVB) in Q4 2019, closing a stake of 14 shares — an estimated $3K sold.

Litman Gregory Wealth Management first reported a position in AVB in Q2 2019 and held it in 2 quarters. The position peaked at $5K in Q2 2019. 593 funds tracked by Wall St. Rank hold AVB as of Q4 2019.

Litman Gregory Wealth Management reported no remaining AvalonBay Communities position as of Q4 2019 after selling out during the quarter.
Litman Gregory Wealth Management sold 14 AvalonBay Communities shares in Q4 2019, an estimated $3K.
Litman Gregory Wealth Management first reported a position in AvalonBay Communities in Q2 2019 and held it in 2 quarters.
Litman Gregory Wealth Management's AvalonBay Communities position peaked at $5K in Q2 2019.
593 funds tracked by Wall St. Rank held AvalonBay Communities as of Q4 2019.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2019, filed 30 Jan 2020.