SLWS
AVB

Swaine & Leidel Wealth Services’s AvalonBay Communities AVB Stock Holding History

Swaine & Leidel Wealth 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
Q1 		$3.83M Buy
+20,762
New +$3.63M 2.47% 21

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Swaine & Leidel Wealth Services's AVB Position: Q1 2021 in Review

Swaine & Leidel Wealth Services opened a new position in AvalonBay Communities (AVB) in Q1 2021: 20,762 shares worth $3.83M. The stake represents 2.47% of the portfolio and ranks #21 among its holdings.

570 funds tracked by Wall St. Rank hold AVB as of Q1 2021.

  • Swaine & Leidel Wealth Services held 20,762 shares of AvalonBay Communities worth $3.83M as of Q1 2021.
  • AvalonBay Communities was a new Swaine & Leidel Wealth Services position in Q1 2021.
  • AvalonBay Communities made up 2.47% of Swaine & Leidel Wealth Services's portfolio in Q1 2021, its #21 holding.
  • 570 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2021.

Based on Swaine & Leidel Wealth Services's 13F filing for Q1 2021, filed 13 May 2021.