NWM
AVB

NEIRG Wealth Management’s AvalonBay Communities AVB Stock Holding History

NEIRG Wealth 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
Q4 		– Sell
-5,412
Closed -$997K – 144
2022
Q3 		$997K Sell
5,412
-717
-12% -$145K 0.2% 85
2022
Q2 		$1.19M Buy
6,129
+78
+1% +$16.9K 0.26% 79
2022
Q1 		$1.5M Sell
6,051
-350
-5% -$85.5K 0.29% 67
2021
Q4 		$1.62M Buy
+6,401
New +$1.53M 0.31% 56

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

NEIRG Wealth Management's AVB Position: Q4 2022 in Review

NEIRG Wealth Management sold out of AvalonBay Communities (AVB) in Q4 2022, closing a stake of 5,412 shares — an estimated $997K sold.

NEIRG Wealth Management first reported a position in AVB in Q4 2021 and held it in 4 quarters. The position peaked at $1.62M in Q4 2021. 635 funds tracked by Wall St. Rank hold AVB as of Q4 2022.

  • NEIRG Wealth Management reported no remaining AvalonBay Communities position as of Q4 2022 after selling out during the quarter.
  • NEIRG Wealth Management sold 5,412 AvalonBay Communities shares in Q4 2022, an estimated $997K.
  • NEIRG Wealth Management first reported a position in AvalonBay Communities in Q4 2021 and held it in 4 quarters.
  • NEIRG Wealth Management's AvalonBay Communities position peaked at $1.62M in Q4 2021.
  • 635 funds tracked by Wall St. Rank held AvalonBay Communities as of Q4 2022.

Based on NEIRG Wealth Management's 13F filing for Q4 2022, filed 2 Feb 2023.