SWP
AVB

Strategic Wealth Partners’s AvalonBay Communities AVB Stock Holding History

Strategic Wealth Partners’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
2019
Q4 		– Sell
-50
Closed -$10.8K – 158
2019
Q3 		$10.8K Hold
50
– – 0.06% 137
2019
Q2 		$10K Buy
+50
New +$10.1K ﹤0.01% 493

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Strategic Wealth Partners's AVB Position: Q4 2019 in Review

Strategic Wealth Partners sold out of AvalonBay Communities (AVB) in Q4 2019, closing a stake of 50 shares — an estimated $10.8K sold.

Strategic Wealth Partners first reported a position in AVB in Q2 2019 and held it in 2 quarters. The position peaked at $10.8K in Q3 2019. 593 funds tracked by Wall St. Rank hold AVB as of Q4 2019.

  • Strategic Wealth Partners reported no remaining AvalonBay Communities position as of Q4 2019 after selling out during the quarter.
  • Strategic Wealth Partners sold 50 AvalonBay Communities shares in Q4 2019, an estimated $10.8K.
  • Strategic Wealth Partners first reported a position in AvalonBay Communities in Q2 2019 and held it in 2 quarters.
  • Strategic Wealth Partners's AvalonBay Communities position peaked at $10.8K in Q3 2019.
  • 593 funds tracked by Wall St. Rank held AvalonBay Communities as of Q4 2019.

Based on Strategic Wealth Partners's 13F filing for Q4 2019, filed 30 Jan 2020.