TCWM
AVB

Total Clarity Wealth Management’s AvalonBay Communities AVB Stock Holding History

Total Clarity Wealth Management’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
-100
Closed -$19K – 270
2022
Q2 		$19K Buy
+100
New +$21.7K 0.01% 556
2022
Q1 		– Sell
-175
Closed -$44K – 263
2021
Q4 		$44K Buy
+175
New +$41.7K 0.02% 430

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Total Clarity Wealth Management's AVB Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of AvalonBay Communities (AVB) in Q3 2022, closing a stake of 100 shares — an estimated $19K sold.

Total Clarity Wealth Management first reported a position in AVB in Q4 2021 and held it in 2 quarters. The position peaked at $44K in Q4 2021. 649 funds tracked by Wall St. Rank hold AVB as of Q3 2022.

  • Total Clarity Wealth Management reported no remaining AvalonBay Communities position as of Q3 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 100 AvalonBay Communities shares in Q3 2022, an estimated $19K.
  • Total Clarity Wealth Management first reported a position in AvalonBay Communities in Q4 2021 and held it in 2 quarters.
  • Total Clarity Wealth Management's AvalonBay Communities position peaked at $44K in Q4 2021.
  • 649 funds tracked by Wall St. Rank held AvalonBay Communities as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.