RPg Family Wealth Advisory’s AvalonBay Communities AVB Stock Holding History

RPg Family Wealth Advisory’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 Q2	–	Sell	-232	Closed	-$58K	–	99
2022 Q1	$58K	Hold	232	–	–	0.02%	149
2021 Q4	$59K	Hold	232	–	–	0.02%	159
2021 Q3	$51.4K	Hold	232	–	–	0.02%	167
2021 Q2	$48.8K	Buy	+232	New	+$46.4K	0.02%	170
2020 Q4	$37.6K	Hold	232	–	–	0.02%	181
2020 Q3	$35K	Hold	232	–	–	0.02%	181
2020 Q2	$36.2K	Hold	232	–	–	0.02%	175
2020 Q1	$34.1K	Hold	232	–	–	0.03%	159
2019 Q4	$48.6K	Hold	232	–	–	0.03%	161
2019 Q3	$50K	Hold	232	–	–	0.03%	160
2019 Q2	$47.1K	Hold	232	–	–	0.03%	164
2019 Q1	$46.6K	Hold	232	–	–	0.03%	168
2018 Q4	$40.4K	Hold	232	–	–	0.04%	120
2018 Q3	$42K	Hold	232	–	–	0.03%	122
2018 Q2	$39.9K	Hold	232	–	–	0.03%	123
2018 Q1	$38.2K	Hold	232	–	–	0.03%	147
2017 Q4	$41.4K	Hold	232	–	–	0.04%	147
2017 Q3	$41.4K	Sell	232 -25	-10%	-$4.68K	0.03%	153
2017 Q2	$49.4K	Hold	257	–	–	0.04%	151
2017 Q1	$47.2K	Hold	257	–	–	0.04%	128
2016 Q4	$45.5K	Hold	257	–	–	0.04%	125
2016 Q3	$45.7K	Sell	257 -232	-47%	-$41.7K	0.03%	127
2016 Q2	$88.2K	Buy	489 +232	+90%	+$41.8K	0.04%	90
2016 Q1	$48.9K	Buy	257 +25	+11%	+$4.41K	0.04%	132
2015 Q4	$42.7K	Buy	+232	New	+$41.5K	0.04%	105

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

Norges Bank Oslo, Norway $1T AUM

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

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

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

RPg Family Wealth Advisory's AVB Position: Q2 2022 in Review

RPg Family Wealth Advisory sold out of AvalonBay Communities (AVB) in Q2 2022, closing a stake of 232 shares — an estimated $58K sold.

RPg Family Wealth Advisory first reported a position in AVB in Q4 2015 and held it in 25 quarters. The position peaked at $88.2K in Q2 2016. 629 funds tracked by Wall St. Rank hold AVB as of Q2 2022.

RPg Family Wealth Advisory reported no remaining AvalonBay Communities position as of Q2 2022 after selling out during the quarter.
RPg Family Wealth Advisory sold 232 AvalonBay Communities shares in Q2 2022, an estimated $58K.
RPg Family Wealth Advisory first reported a position in AvalonBay Communities in Q4 2015 and held it in 25 quarters.
RPg Family Wealth Advisory's AvalonBay Communities position peaked at $88.2K in Q2 2016.
629 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2022.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2022, filed 12 Aug 2022.