TFO Wealth Partners’s AvalonBay Communities AVB Stock Holding History

TFO Wealth Partners’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 Q3	–	Sell	-7	Closed	-$1K	–	165
2022 Q2	$1K	Buy	+7	New	+$1.52K	﹤0.01%	376

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

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

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

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

TFO Wealth Partners's AVB Position: Q3 2022 in Review

TFO Wealth Partners sold out of AvalonBay Communities (AVB) in Q3 2022, closing a stake of 7 shares — an estimated $1K sold.

TFO Wealth Partners first reported a position in AVB in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 648 funds tracked by Wall St. Rank hold AVB as of Q3 2022.

TFO Wealth Partners reported no remaining AvalonBay Communities position as of Q3 2022 after selling out during the quarter.
TFO Wealth Partners sold 7 AvalonBay Communities shares in Q3 2022, an estimated $1K.
TFO Wealth Partners first reported a position in AvalonBay Communities in Q2 2022 and held it in 1 quarter.
TFO Wealth Partners's AvalonBay Communities position peaked at $1K in Q2 2022.
648 funds tracked by Wall St. Rank held AvalonBay Communities as of Q3 2022.

Based on TFO Wealth Partners's 13F filing for Q3 2022, filed 8 Nov 2022.