TWA
AVB

TCI Wealth Advisors’s AvalonBay Communities AVB Stock Holding History

TCI 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
Q2 		– Sell
-3
Closed -$505 – 375
2023
Q1 		$505 Hold
3
– – ﹤0.01% 2217
2022
Q4 		$485 Sell
3
-28
-90% -$4.77K ﹤0.01% 2214
2022
Q3 		$6K Hold
31
– – ﹤0.01% 1314
2022
Q2 		$6K Sell
31
-17
-35% -$3.68K ﹤0.01% 1321
2022
Q1 		$12K Hold
48
– – ﹤0.01% 960
2021
Q4 		$12K Hold
48
– – ﹤0.01% 1010
2021
Q3 		$11K Buy
48
+23
+92% +$5.16K ﹤0.01% 1014
2021
Q2 		$5K Hold
25
– – ﹤0.01% 1402
2021
Q1 		$5K Buy
25
+22
+733% +$3.85K ﹤0.01% 1217
2020
Q4 		$0 Sell
3
-2
-40% -$318 ﹤0.01% 1538
2020
Q3 		$1K Sell
5
-1
-17% -$153 ﹤0.01% 1270
2020
Q2 		$1K Sell
6
-4
-40% -$633 ﹤0.01% 1205
2020
Q1 		$1K Sell
10
-6
-38% -$1.21K ﹤0.01% 1185
2019
Q4 		$3K Buy
16
+10
+167% +$2.14K ﹤0.01% 993
2019
Q3 		$1K Hold
6
– – ﹤0.01% 1226
2019
Q2 		$1K Hold
6
– – ﹤0.01% 1139
2019
Q1 		$1K Sell
6
-4
-40% -$764 ﹤0.01% 1147
2018
Q4 		$2K Buy
10
+4
+67% +$723 ﹤0.01% 962
2018
Q3 		$1K Hold
6
– – ﹤0.01% 1157
2018
Q2 		$1K Sell
6
-1
-14% -$165 ﹤0.01% 1241
2018
Q1 		$1K Hold
7
– – ﹤0.01% 1089
2017
Q4 		$1K Buy
+7
New +$1.27K ﹤0.01% 1137

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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

TCI Wealth Advisors's AVB Position: Q2 2023 in Review

TCI Wealth Advisors sold out of AvalonBay Communities (AVB) in Q2 2023, closing a stake of 3 shares — an estimated $505 sold.

TCI Wealth Advisors first reported a position in AVB in Q4 2017 and held it in 22 quarters. The position peaked at $12K in Q1 2022. 642 funds tracked by Wall St. Rank hold AVB as of Q2 2023.

  • TCI Wealth Advisors reported no remaining AvalonBay Communities position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 3 AvalonBay Communities shares in Q2 2023, an estimated $505.
  • TCI Wealth Advisors first reported a position in AvalonBay Communities in Q4 2017 and held it in 22 quarters.
  • TCI Wealth Advisors's AvalonBay Communities position peaked at $12K in Q1 2022.
  • 642 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.