TCWP’s AvalonBay Communities AVB Stock Holding History

TCWP’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 Q2	–	Sell	-31	Closed	-$7K	–	380
2022 Q1	$7K	Buy	+31	New	+$7.57K	﹤0.01%	972

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

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

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

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

TCWP's AVB Position: Q2 2022 in Review

TCWP sold out of AvalonBay Communities (AVB) in Q2 2022, closing a stake of 31 shares — an estimated $7K sold.

TCWP first reported a position in AVB in Q1 2022 and held it in 1 quarter. The position peaked at $7K in Q1 2022. 628 funds tracked by Wall St. Rank hold AVB as of Q2 2022.

TCWP reported no remaining AvalonBay Communities position as of Q2 2022 after selling out during the quarter.
TCWP sold 31 AvalonBay Communities shares in Q2 2022, an estimated $7K.
TCWP first reported a position in AvalonBay Communities in Q1 2022 and held it in 1 quarter.
TCWP's AvalonBay Communities position peaked at $7K in Q1 2022.
628 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.