Simplicity Wealth’s AvalonBay Communities AVB Stock Holding History

Simplicity Wealth’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
2024 Q3	–	Sell	-1,162	Closed	-$240K	–	539
2024 Q2	$240K	Buy	1,162 +18	+2%	+$3.48K	0.01%	1034
2024 Q1	$212K	Buy	+1,144	New	+$206K	0.01%	1046

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

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

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

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Simplicity Wealth's AVB Position: Q3 2024 in Review

Simplicity Wealth sold out of AvalonBay Communities (AVB) in Q3 2024, closing a stake of 1,162 shares — an estimated $240K sold.

Simplicity Wealth first reported a position in AVB in Q1 2024 and held it in 2 quarters. The position peaked at $240K in Q2 2024. 738 funds tracked by Wall St. Rank hold AVB as of Q3 2024.

Simplicity Wealth reported no remaining AvalonBay Communities position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 1,162 AvalonBay Communities shares in Q3 2024, an estimated $240K.
Simplicity Wealth first reported a position in AvalonBay Communities in Q1 2024 and held it in 2 quarters.
Simplicity Wealth's AvalonBay Communities position peaked at $240K in Q2 2024.
738 funds tracked by Wall St. Rank held AvalonBay Communities as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.