RMR Wealth Builders’s AvalonBay Communities AVB Stock Holding History

RMR Wealth Builders’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
2020 Q3	–	Sell	-358	Closed	-$55K	–	243
2020 Q2	$55K	Buy	+358	New	+$56.6K	0.05%	215

Other funds holding AVB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

DCP

D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

RMR Wealth Builders's AVB Position: Q3 2020 in Review

RMR Wealth Builders sold out of AvalonBay Communities (AVB) in Q3 2020, closing a stake of 358 shares — an estimated $55K sold.

RMR Wealth Builders first reported a position in AVB in Q2 2020 and held it in 1 quarter. The position peaked at $55K in Q2 2020. 523 funds tracked by Wall St. Rank hold AVB as of Q3 2020.

RMR Wealth Builders reported no remaining AvalonBay Communities position as of Q3 2020 after selling out during the quarter.
RMR Wealth Builders sold 358 AvalonBay Communities shares in Q3 2020, an estimated $55K.
RMR Wealth Builders first reported a position in AvalonBay Communities in Q2 2020 and held it in 1 quarter.
RMR Wealth Builders's AvalonBay Communities position peaked at $55K in Q2 2020.
523 funds tracked by Wall St. Rank held AvalonBay Communities as of Q3 2020.

Based on RMR Wealth Builders's 13F filing for Q3 2020, filed 13 Nov 2020.