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Patriot Financial Group Insurance Agency’s AvalonBay Communities AVB Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-16
Closed -$3K – 512
2022
Q2 		$3K Hold
16
– – ﹤0.01% 1604
2022
Q1 		$4K Buy
16
+4
+33% +$977 ﹤0.01% 1661
2021
Q4 		$3K Hold
12
– – ﹤0.01% 1833
2021
Q3 		$3K Buy
+12
New +$2.69K ﹤0.01% 1818

Other funds holding AVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Patriot Financial Group Insurance Agency's AVB Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of AvalonBay Communities (AVB) in Q3 2022, closing a stake of 16 shares — an estimated $3K sold.

Patriot Financial Group Insurance Agency first reported a position in AVB in Q3 2021 and held it in 4 quarters. The position peaked at $4K in Q1 2022. 649 funds tracked by Wall St. Rank hold AVB as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining AvalonBay Communities position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 16 AvalonBay Communities shares in Q3 2022, an estimated $3K.
  • Patriot Financial Group Insurance Agency first reported a position in AvalonBay Communities in Q3 2021 and held it in 4 quarters.
  • Patriot Financial Group Insurance Agency's AvalonBay Communities position peaked at $4K in Q1 2022.
  • 649 funds tracked by Wall St. Rank held AvalonBay Communities as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.