The Family Firm’s AvalonBay Communities AVB Stock Holding History

The Family Firm’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	-805	Closed	-$166K	–	250
2024 Q2	$166K	Buy	+805	New	+$156K	0.04%	223

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

The Family Firm's AVB Position: Q3 2024 in Review

The Family Firm sold out of AvalonBay Communities (AVB) in Q3 2024, closing a stake of 805 shares — an estimated $166K sold.

The Family Firm first reported a position in AVB in Q2 2024 and held it in 1 quarter. The position peaked at $166K in Q2 2024. 737 funds tracked by Wall St. Rank hold AVB as of Q3 2024.

The Family Firm reported no remaining AvalonBay Communities position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 805 AvalonBay Communities shares in Q3 2024, an estimated $166K.
The Family Firm first reported a position in AvalonBay Communities in Q2 2024 and held it in 1 quarter.
The Family Firm's AvalonBay Communities position peaked at $166K in Q2 2024.
737 funds tracked by Wall St. Rank held AvalonBay Communities as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.