Mayflower Financial Advisors’s AvalonBay Communities AVB Stock Holding History

Mayflower Financial Advisors’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
2023 Q3	–	Sell	-3,963	Closed	-$750K	–	341
2023 Q2	$750K	Sell	3,963 -283	-7%	-$50.5K	0.1%	158
2023 Q1	$714K	Buy	4,246 +601	+16%	+$103K	0.09%	157
2022 Q4	$589K	Sell	3,645 -129	-3%	-$22K	0.08%	174
2022 Q3	$695K	Buy	3,774 +527	+16%	+$106K	0.11%	139
2022 Q2	$631K	Buy	3,247 +936	+41%	+$203K	0.1%	158
2022 Q1	$574K	Buy	2,311 +7	+0.3%	+$1.71K	0.08%	181
2021 Q4	$582K	Buy	2,304 +1	+0%	+$238	0.08%	180
2021 Q3	$526K	Buy	2,303 +4	+0.2%	+$898	0.07%	183
2021 Q2	$480K	Buy	2,299 +1,000	+77%	+$200K	0.07%	177
2021 Q1	$240K	Buy	+1,299	New	+$227K	0.04%	257

Other funds holding AVB

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Principal Financial Group

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

Geode Capital Management

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return