Planned Solutions’s AvalonBay Communities AVB Stock Holding History

Planned Solutions’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 Q1	–	Sell	-25	Closed	-$4K	–	85
2020 Q4	$4K	Buy	+25	New	+$3.98K	﹤0.01%	396

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Planned Solutions's AVB Position: Q1 2021 in Review

Planned Solutions sold out of AvalonBay Communities (AVB) in Q1 2021, closing a stake of 25 shares — an estimated $4K sold.

Planned Solutions first reported a position in AVB in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 570 funds tracked by Wall St. Rank hold AVB as of Q1 2021.

Planned Solutions reported no remaining AvalonBay Communities position as of Q1 2021 after selling out during the quarter.
Planned Solutions sold 25 AvalonBay Communities shares in Q1 2021, an estimated $4K.
Planned Solutions first reported a position in AvalonBay Communities in Q4 2020 and held it in 1 quarter.
Planned Solutions's AvalonBay Communities position peaked at $4K in Q4 2020.
570 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2021.

Based on Planned Solutions's 13F filing for Q1 2021, filed 29 Apr 2021.