Surevest’s AvalonBay Communities AVB Stock Holding History

Surevest’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
2022 Q3	$1K	Hold	4	–	–	﹤0.01%	428
2022 Q2	$1K	Hold	4	–	–	﹤0.01%	457
2022 Q1	$1K	Hold	4	–	–	﹤0.01%	433
2021 Q4	$1K	Buy	+4	New	+$954	﹤0.01%	442
2020 Q1	–	Sell	-12,039	Closed	-$2.52M	–	100
2019 Q4	$2.52M	Buy	12,039 +483	+4%	+$103K	1.08%	22
2019 Q3	$2.49M	Buy	11,556 +310	+3%	+$64.8K	1.22%	17
2019 Q2	$2.29M	Buy	11,246 +931	+9%	+$189K	1.19%	19
2019 Q1	$2.07M	Buy	10,315 +1,535	+17%	+$293K	1.27%	29
2018 Q4	$1.53M	Buy	+8,780	New	+$1.59M	1.21%	29

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Surevest's AVB Position: Q3 2022 in Review

Surevest held its AvalonBay Communities (AVB) position steady in Q3 2022 at 4 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #428.

Surevest first reported a position in AVB in Q4 2018 and has held it in 9 quarters since. The position peaked at $2.52M in Q4 2019. 648 funds tracked by Wall St. Rank hold AVB as of Q3 2022.

Surevest held 4 shares of AvalonBay Communities worth $1K as of Q3 2022.
Surevest left its AvalonBay Communities share count unchanged in Q3 2022.
AvalonBay Communities made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #428 holding.
Surevest first reported a position in AvalonBay Communities in Q4 2018 and has held it in 9 quarters since.
Surevest's AvalonBay Communities position peaked at $2.52M in Q4 2019.
648 funds tracked by Wall St. Rank held AvalonBay Communities as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.