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 $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

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Mayflower Financial Advisors's AVB Position: Q3 2023 in Review

Mayflower Financial Advisors sold out of AvalonBay Communities (AVB) in Q3 2023, closing a stake of 3,963 shares — an estimated $750K sold.

Mayflower Financial Advisors first reported a position in AVB in Q1 2021 and held it in 10 quarters. The position peaked at $750K in Q2 2023. 646 funds tracked by Wall St. Rank hold AVB as of Q3 2023.

Mayflower Financial Advisors reported no remaining AvalonBay Communities position as of Q3 2023 after selling out during the quarter.
Mayflower Financial Advisors sold 3,963 AvalonBay Communities shares in Q3 2023, an estimated $750K.
Mayflower Financial Advisors first reported a position in AvalonBay Communities in Q1 2021 and held it in 10 quarters.
Mayflower Financial Advisors's AvalonBay Communities position peaked at $750K in Q2 2023.
646 funds tracked by Wall St. Rank held AvalonBay Communities as of Q3 2023.

Based on Mayflower Financial Advisors's 13F filing for Q3 2023, filed 12 Oct 2023.