SFS
AVB

Sowell Financial Services’s AvalonBay Communities AVB Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-723
Closed -$140K – 690
2021
Q1 		$140K Buy
723
+108
+18% +$18.9K ﹤0.01% 1222
2020
Q4 		$99K Buy
615
+77
+14% +$12.2K ﹤0.01% 1159
2020
Q3 		$80K Buy
538
+524
+3,743% +$80.2K ﹤0.01% 1056
2020
Q2 		$2K Sell
14
-200
-93% -$31.6K ﹤0.01% 2117
2020
Q1 		$31K Buy
214
+194
+970% +$39.1K ﹤0.01% 1227
2019
Q4 		$4K Buy
+20
New +$4.28K ﹤0.01% 1945

Other funds holding AVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sowell Financial Services's AVB Position: Q2 2021 in Review

Sowell Financial Services sold out of AvalonBay Communities (AVB) in Q2 2021, closing a stake of 723 shares — an estimated $140K sold.

Sowell Financial Services first reported a position in AVB in Q4 2019 and held it in 6 quarters. The position peaked at $140K in Q1 2021. 553 funds tracked by Wall St. Rank hold AVB as of Q2 2021.

  • Sowell Financial Services reported no remaining AvalonBay Communities position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 723 AvalonBay Communities shares in Q2 2021, an estimated $140K.
  • Sowell Financial Services first reported a position in AvalonBay Communities in Q4 2019 and held it in 6 quarters.
  • Sowell Financial Services's AvalonBay Communities position peaked at $140K in Q1 2021.
  • 553 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.