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Redwood Wealth Management Group’s AvalonBay Communities AVB Stock Holding History

Redwood Wealth Management Group’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
2024
Q3 		– Sell
-1
Closed -$207 – 236
2024
Q2 		$207 Buy
+1
New +$193 ﹤0.01% 1133

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Redwood Wealth Management Group's AVB Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of AvalonBay Communities (AVB) in Q3 2024, closing a stake of 1 share — an estimated $207 sold.

Redwood Wealth Management Group first reported a position in AVB in Q2 2024 and held it in 1 quarter. The position peaked at $207 in Q2 2024. 737 funds tracked by Wall St. Rank hold AVB as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining AvalonBay Communities position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 1 AvalonBay Communities share in Q3 2024, an estimated $207.
  • Redwood Wealth Management Group first reported a position in AvalonBay Communities in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's AvalonBay Communities position peaked at $207 in Q2 2024.
  • 737 funds tracked by Wall St. Rank held AvalonBay Communities as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.