Peak Financial Advisors’s AvalonBay Communities AVB Stock Holding History

Peak Financial Advisors’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	-8,698	Closed	-$2.16M	–	67
2022 Q1	$2.16M	Buy	8,698 +3,464	+66%	+$846K	1.85%	20
2021 Q4	$1.32M	Buy	+5,234	New	+$1.25M	1.02%	29

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

Peak Financial Advisors's AVB Position: Q2 2022 in Review

Peak Financial Advisors sold out of AvalonBay Communities (AVB) in Q2 2022, closing a stake of 8,698 shares — an estimated $2.16M sold.

Peak Financial Advisors first reported a position in AVB in Q4 2021 and held it in 2 quarters. The position peaked at $2.16M in Q1 2022. 629 funds tracked by Wall St. Rank hold AVB as of Q2 2022.

Peak Financial Advisors reported no remaining AvalonBay Communities position as of Q2 2022 after selling out during the quarter.
Peak Financial Advisors sold 8,698 AvalonBay Communities shares in Q2 2022, an estimated $2.16M.
Peak Financial Advisors first reported a position in AvalonBay Communities in Q4 2021 and held it in 2 quarters.
Peak Financial Advisors's AvalonBay Communities position peaked at $2.16M in Q1 2022.
629 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2022.

Based on Peak Financial Advisors's 13F filing for Q2 2022, filed 14 Jul 2022.