MLFP
AVB

MPS Loria Financial Planners’s AvalonBay Communities AVB Stock Holding History

MPS Loria Financial Planners’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
2021
Q2 		– Sell
-11
Closed -$2K – 132
2021
Q1 		$2K Hold
11
– – ﹤0.01% 424
2020
Q4 		$2K Buy
+11
New +$1.75K ﹤0.01% 445

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MPS Loria Financial Planners's AVB Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of AvalonBay Communities (AVB) in Q2 2021, closing a stake of 11 shares — an estimated $2K sold.

MPS Loria Financial Planners first reported a position in AVB in Q4 2020 and held it in 2 quarters. The position peaked at $2K in Q1 2021. 553 funds tracked by Wall St. Rank hold AVB as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining AvalonBay Communities position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 11 AvalonBay Communities shares in Q2 2021, an estimated $2K.
  • MPS Loria Financial Planners first reported a position in AvalonBay Communities in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's AvalonBay Communities position peaked at $2K in Q1 2021.
  • 553 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.