McCarthy Asset Management’s AvalonBay Communities AVB Stock Holding History

McCarthy Asset 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
2022 Q2	–	Sell	-46	Closed	-$11K	–	58
2022 Q1	$11K	Hold	46	–	–	0.01%	164
2021 Q4	$12K	Hold	46	–	–	0.01%	159
2021 Q3	$10K	Buy	46 +1	+2%	+$225	0.01%	169
2021 Q2	$9K	Hold	45	–	–	0.01%	204
2021 Q1	$8K	Buy	+45	New	+$7.87K	0.01%	187

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

McCarthy Asset Management's AVB Position: Q2 2022 in Review

McCarthy Asset Management sold out of AvalonBay Communities (AVB) in Q2 2022, closing a stake of 46 shares — an estimated $11K sold.

McCarthy Asset Management first reported a position in AVB in Q1 2021 and held it in 5 quarters. The position peaked at $12K in Q4 2021. 629 funds tracked by Wall St. Rank hold AVB as of Q2 2022.

McCarthy Asset Management reported no remaining AvalonBay Communities position as of Q2 2022 after selling out during the quarter.
McCarthy Asset Management sold 46 AvalonBay Communities shares in Q2 2022, an estimated $11K.
McCarthy Asset Management first reported a position in AvalonBay Communities in Q1 2021 and held it in 5 quarters.
McCarthy Asset Management's AvalonBay Communities position peaked at $12K in Q4 2021.
629 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2022.

Based on McCarthy Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.