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Ritholtz Wealth Management’s AvalonBay Communities AVB Stock Holding History

Ritholtz Wealth Management’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
Q4 		– Sell
-2,770
Closed -$510K – 586
2022
Q3 		$510K Buy
+2,770
New +$559K 0.03% 395

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Ritholtz Wealth Management's AVB Position: Q4 2022 in Review

Ritholtz Wealth Management sold out of AvalonBay Communities (AVB) in Q4 2022, closing a stake of 2,770 shares — an estimated $510K sold.

Ritholtz Wealth Management first reported a position in AVB in Q3 2022 and held it in 1 quarter. The position peaked at $510K in Q3 2022. 634 funds tracked by Wall St. Rank hold AVB as of Q4 2022.

  • Ritholtz Wealth Management reported no remaining AvalonBay Communities position as of Q4 2022 after selling out during the quarter.
  • Ritholtz Wealth Management sold 2,770 AvalonBay Communities shares in Q4 2022, an estimated $510K.
  • Ritholtz Wealth Management first reported a position in AvalonBay Communities in Q3 2022 and held it in 1 quarter.
  • Ritholtz Wealth Management's AvalonBay Communities position peaked at $510K in Q3 2022.
  • 634 funds tracked by Wall St. Rank held AvalonBay Communities as of Q4 2022.

Based on Ritholtz Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.