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SYSTM Wealth Solutions’s AvalonBay Communities AVB Stock Holding History

SYSTM Wealth Solutions’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
2024
Q3 		– Sell
-1,855
Closed -$386K – 133
2024
Q2 		$386K Buy
1,855
+49
+3% +$9.47K 0.09% 157
2024
Q1 		$337K Buy
1,806
+13
+0.7% +$2.34K 0.04% 332
2023
Q4 		$338K Buy
1,793
+533
+42% +$93K 0.05% 317
2023
Q3 		$216K Sell
1,260
-270
-18% -$49.9K 0.03% 423
2023
Q2 		$290K Buy
+1,530
New +$273K 0.04% 395

Other funds holding AVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

SYSTM Wealth Solutions's AVB Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of AvalonBay Communities (AVB) in Q3 2024, closing a stake of 1,855 shares — an estimated $386K sold.

SYSTM Wealth Solutions first reported a position in AVB in Q2 2023 and held it in 5 quarters. The position peaked at $386K in Q2 2024. 737 funds tracked by Wall St. Rank hold AVB as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining AvalonBay Communities position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 1,855 AvalonBay Communities shares in Q3 2024, an estimated $386K.
  • SYSTM Wealth Solutions first reported a position in AvalonBay Communities in Q2 2023 and held it in 5 quarters.
  • SYSTM Wealth Solutions's AvalonBay Communities position peaked at $386K in Q2 2024.
  • 737 funds tracked by Wall St. Rank held AvalonBay Communities as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.