Loring Wolcott & Coolidge Fiduciary Advisors’s AvalonBay Communities AVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-100
| Closed | -$20.6K | – | 527 |
|
|
2025
Q1 | $20.6K | Buy |
+100
| New | +$21.7K | ﹤0.01% | 442 |
|
|
2022
Q3 | – | Sell |
-50
| Closed | -$10K | – | 601 |
|
|
2022
Q2 | $10K | Buy |
+50
| New | +$10.8K | ﹤0.01% | 542 |
|
|
2021
Q1 | – | Sell |
-384
| Closed | -$62K | – | 334 |
|
|
2020
Q4 | $62K | Hold |
384
| – | – | ﹤0.01% | 401 |
|
|
2020
Q3 | $57K | Hold |
384
| – | – | ﹤0.01% | 381 |
|
|
2020
Q2 | $59K | Hold |
384
| – | – | ﹤0.01% | 361 |
|
|
2020
Q1 | $57K | Hold |
384
| – | – | ﹤0.01% | 362 |
|
|
2019
Q4 | $81K | Hold |
384
| – | – | ﹤0.01% | 371 |
|
|
2019
Q3 | $83K | Hold |
384
| – | – | ﹤0.01% | 361 |
|
|
2019
Q2 | $78K | Hold |
384
| – | – | ﹤0.01% | 358 |
|
|
2019
Q1 | $77K | Hold |
384
| – | – | ﹤0.01% | 357 |
|
|
2018
Q4 | $67K | Hold |
384
| – | – | ﹤0.01% | 372 |
|
|
2018
Q3 | $70K | Hold |
384
| – | – | ﹤0.01% | 388 |
|
|
2018
Q2 | $66K | Hold |
384
| – | – | ﹤0.01% | 402 |
|
|
2018
Q1 | $63K | Hold |
384
| – | – | ﹤0.01% | 416 |
|
|
2017
Q4 | $69K | Sell |
384
-12
| -3% | -$2.18K | ﹤0.01% | 401 |
|
|
2017
Q3 | $71K | Hold |
396
| – | – | ﹤0.01% | 392 |
|
|
2017
Q2 | $76K | Hold |
396
| – | – | ﹤0.01% | 381 |
|
|
2017
Q1 | $73K | Hold |
396
| – | – | ﹤0.01% | 384 |
|
|
2016
Q4 | $70K | Hold |
396
| – | – | ﹤0.01% | 367 |
|
|
2016
Q3 | $70K | Hold |
396
| – | – | ﹤0.01% | 371 |
|
|
2016
Q2 | $71K | Hold |
396
| – | – | ﹤0.01% | 358 |
|
|
2016
Q1 | $75K | Hold |
396
| – | – | ﹤0.01% | 340 |
|
|
2015
Q4 | $73K | Hold |
396
| – | – | ﹤0.01% | 370 |
|
|
2015
Q3 | $63K | Hold |
396
| – | – | ﹤0.01% | 398 |
|
|
2015
Q2 | $63K | Hold |
396
| – | – | ﹤0.01% | 398 |
|
|
2015
Q1 | $69K | Hold |
396
| – | – | ﹤0.01% | 400 |
|
|
2014
Q4 | $65K | Hold |
396
| – | – | ﹤0.01% | 400 |
|
|
2014
Q3 | $56K | Hold |
396
| – | – | ﹤0.01% | 400 |
|
|
2014
Q2 | $56K | Hold |
396
| – | – | ﹤0.01% | 424 |
|
|
2014
Q1 | $52K | Hold |
396
| – | – | ﹤0.01% | 412 |
|
|
2013
Q4 | $47K | Hold |
396
| – | – | ﹤0.01% | 395 |
|
|
2013
Q3 | $50K | Hold |
396
| – | – | ﹤0.01% | 368 |
|
|
2013
Q2 | $53K | Buy |
+396
| New | +$52.9K | ﹤0.01% | 379 |
|
Other funds holding AVB
Loring Wolcott & Coolidge Fiduciary Advisors's AVB Position: Q2 2025 in Review
Loring Wolcott & Coolidge Fiduciary Advisors sold out of AvalonBay Communities (AVB) in Q2 2025, closing a stake of 100 shares — an estimated $20.6K sold.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in AVB in Q2 2013 and held it in 33 quarters. The position peaked at $83K in Q3 2019. 764 funds tracked by Wall St. Rank hold AVB as of Q2 2025.
- Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining AvalonBay Communities position as of Q2 2025 after selling out during the quarter.
- Loring Wolcott & Coolidge Fiduciary Advisors sold 100 AvalonBay Communities shares in Q2 2025, an estimated $20.6K.
- Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in AvalonBay Communities in Q2 2013 and held it in 33 quarters.
- Loring Wolcott & Coolidge Fiduciary Advisors's AvalonBay Communities position peaked at $83K in Q3 2019.
- 764 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2025.
Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.