RPWA
AVB

Regent Peak Wealth Advisors’s AvalonBay Communities AVB Stock Holding History

Regent Peak Wealth 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
2021
Q1 		– Sell
-26
Closed -$4K – 215
2020
Q4 		$4K Buy
+26
New +$4.13K ﹤0.01% 689

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 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

Regent Peak Wealth Advisors's AVB Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of AvalonBay Communities (AVB) in Q1 2021, closing a stake of 26 shares — an estimated $4K sold.

Regent Peak Wealth Advisors 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.

  • Regent Peak Wealth Advisors reported no remaining AvalonBay Communities position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 26 AvalonBay Communities shares in Q1 2021, an estimated $4K.
  • Regent Peak Wealth Advisors first reported a position in AvalonBay Communities in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors'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 Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.