SS
AVB icon

Simplicity Solutions’s AvalonBay Communities AVB Stock Holding History

Simplicity Solutions’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
Q4 		$221K Sell
1,182
-161
-12% -$28.1K 0.01% 942
2023
Q3 		$231K Sell
1,343
-364
-21% -$67.3K 0.01% 853
2023
Q2 		$323K Buy
1,707
+159
+10% +$28.4K 0.01% 801
2023
Q1 		$260K Buy
+1,548
New +$264K 0.01% 907

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Simplicity Solutions's AVB Position: Q4 2023 in Review

Simplicity Solutions reduced its AvalonBay Communities (AVB) stake by 12% in Q4 2023, selling an estimated $28.1K and leaving 1,182 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #942.

Simplicity Solutions first reported a position in AVB in Q1 2023 and has held it in 4 quarters since. The position peaked at $323K in Q2 2023. 709 funds tracked by Wall St. Rank hold AVB as of Q4 2023.

  • Simplicity Solutions held 1,182 shares of AvalonBay Communities worth $221K as of Q4 2023.
  • Simplicity Solutions sold 161 AvalonBay Communities shares in Q4 2023, an estimated $28.1K.
  • AvalonBay Communities made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #942 holding.
  • Simplicity Solutions first reported a position in AvalonBay Communities in Q1 2023 and has held it in 4 quarters since.
  • Simplicity Solutions's AvalonBay Communities position peaked at $323K in Q2 2023.
  • 709 funds tracked by Wall St. Rank held AvalonBay Communities as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.