Sutton Wealth Advisors’s AvalonBay Communities AVB Stock Holding History

Sutton Wealth Advisors’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 Q3	$10.1K	Buy	59 +17	+40%	+$3.14K	0.01%	463
2023 Q2	$7.95K	Hold	42	–	–	﹤0.01%	495
2023 Q1	$7.06K	Buy	42 +22	+110%	+$3.75K	﹤0.01%	479
2022 Q4	$3.23K	Sell	20 -9	-31%	-$1.53K	﹤0.01%	1154
2022 Q3	$5.34K	Buy	29 +2	+7%	+$404	﹤0.01%	1061
2022 Q2	$5.25K	Hold	27	–	–	﹤0.01%	1059
2022 Q1	$6.71K	Buy	27 +6	+29%	+$1.47K	﹤0.01%	1043
2021 Q4	$5.3K	Hold	21	–	–	﹤0.01%	1061
2021 Q3	$4.65K	Buy	21 +1	+5%	+$225	﹤0.01%	1065
2021 Q2	$4.17K	Hold	20	–	–	﹤0.01%	1076
2021 Q1	$3.69K	Buy	20 +2	+11%	+$350	﹤0.01%	1058
2020 Q4	$2.89K	Sell	18 -9	-33%	-$1.43K	﹤0.01%	1059
2020 Q3	$4.03K	Buy	27 +4	+17%	+$612	﹤0.01%	981
2020 Q2	$3.56K	Sell	23 -21	-48%	-$3.32K	﹤0.01%	980
2020 Q1	$6.47K	Buy	44 +18	+69%	+$3.63K	﹤0.01%	767
2019 Q4	$5.45K	Hold	26	–	–	﹤0.01%	937
2019 Q3	$5.6K	Hold	26	–	–	﹤0.01%	927
2019 Q2	$5.28K	Hold	26	–	–	﹤0.01%	919
2019 Q1	$5.22K	Buy	26 +6	+30%	+$1.15K	﹤0.01%	925
2018 Q4	$3.48K	Hold	20	–	–	﹤0.01%	933
2018 Q3	$3.62K	Hold	20	–	–	﹤0.01%	940
2018 Q2	$3.44K	Hold	20	–	–	﹤0.01%	967
2018 Q1	$3.29K	Hold	20	–	–	﹤0.01%	961
2017 Q4	$3.57K	Hold	20	–	–	﹤0.01%	922
2017 Q3	$3.57K	Hold	20	–	–	﹤0.01%	906
2017 Q2	$3.84K	Buy	20 +11	+122%	+$2.1K	﹤0.01%	908
2017 Q1	$1.65K	Hold	9	–	–	﹤0.01%	947
2016 Q4	$1.59K	Hold	9	–	–	﹤0.01%	943
2016 Q3	$1.6K	Buy	9 +4	+80%	+$720	﹤0.01%	935
2016 Q2	$902	Hold	5	–	–	﹤0.01%	929
2016 Q1	$951	Buy	+5	New	+$883	﹤0.01%	923

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

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Sutton Wealth Advisors's AVB Position: Q3 2023 in Review

Sutton Wealth Advisors increased its AvalonBay Communities (AVB) stake by 40% in Q3 2023, buying an estimated $3.14K and bringing the position to 59 shares worth $10.1K. The position accounts for 0.01% of the portfolio, ranked #463.

Sutton Wealth Advisors first reported a position in AVB in Q1 2016 and has held it in 31 quarters since. 646 funds tracked by Wall St. Rank hold AVB as of Q3 2023.

Sutton Wealth Advisors held 59 shares of AvalonBay Communities worth $10.1K as of Q3 2023.
Sutton Wealth Advisors bought 17 AvalonBay Communities shares in Q3 2023, an estimated $3.14K.
AvalonBay Communities made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #463 holding.
Sutton Wealth Advisors first reported a position in AvalonBay Communities in Q1 2016 and has held it in 31 quarters since.
646 funds tracked by Wall St. Rank held AvalonBay Communities as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.