Safeguard Financial’s AvalonBay Communities AVB Stock Holding History

Safeguard Financial’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
2023 Q3	–	Sell	-2	Closed	-$1K	–	103
2023 Q2	$1K	Buy	+2	New	+$357	﹤0.01%	487

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

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Safeguard Financial's AVB Position: Q3 2023 in Review

Safeguard Financial sold out of AvalonBay Communities (AVB) in Q3 2023, closing a stake of 2 shares — an estimated $1K sold.

Safeguard Financial first reported a position in AVB in Q2 2023 and held it in 1 quarter. The position peaked at $1K in Q2 2023. 645 funds tracked by Wall St. Rank hold AVB as of Q3 2023.

Safeguard Financial reported no remaining AvalonBay Communities position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 2 AvalonBay Communities shares in Q3 2023, an estimated $1K.
Safeguard Financial first reported a position in AvalonBay Communities in Q2 2023 and held it in 1 quarter.
Safeguard Financial's AvalonBay Communities position peaked at $1K in Q2 2023.
645 funds tracked by Wall St. Rank held AvalonBay Communities as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.