MCC
AVB

Money Concepts Capital’s AvalonBay Communities AVB Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-45
Closed -$7.27K – 633
2022
Q4 		$7.27K Sell
45
-264
-85% -$44.9K ﹤0.01% 2179
2022
Q3 		$57K Buy
+309
New +$62.4K ﹤0.01% 690
2022
Q2 		– Sell
-33
Closed -$8K – 1514
2022
Q1 		$8K Buy
+33
New +$8.06K ﹤0.01% 2014

Other funds holding AVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Money Concepts Capital's AVB Position: Q1 2023 in Review

Money Concepts Capital sold out of AvalonBay Communities (AVB) in Q1 2023, closing a stake of 45 shares — an estimated $7.27K sold.

Money Concepts Capital first reported a position in AVB in Q1 2022 and held it in 3 quarters. The position peaked at $57K in Q3 2022. 635 funds tracked by Wall St. Rank hold AVB as of Q1 2023.

  • Money Concepts Capital reported no remaining AvalonBay Communities position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 45 AvalonBay Communities shares in Q1 2023, an estimated $7.27K.
  • Money Concepts Capital first reported a position in AvalonBay Communities in Q1 2022 and held it in 3 quarters.
  • Money Concepts Capital's AvalonBay Communities position peaked at $57K in Q3 2022.
  • 635 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.