tru Independence’s AvalonBay Communities AVB Stock Holding History

tru Independence’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
2020 Q3	–	Sell	-23	Closed	-$4K	–	355
2020 Q2	$4K	Hold	23	–	–	﹤0.01%	719
2020 Q1	$3K	Hold	23	–	–	﹤0.01%	579
2019 Q4	$3K	Buy	+23	New	+$4.93K	﹤0.01%	740

Other funds holding AVB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

DCP

D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

tru Independence's AVB Position: Q3 2020 in Review

tru Independence sold out of AvalonBay Communities (AVB) in Q3 2020, closing a stake of 23 shares — an estimated $4K sold.

tru Independence first reported a position in AVB in Q4 2019 and held it in 3 quarters. The position peaked at $4K in Q2 2020. 523 funds tracked by Wall St. Rank hold AVB as of Q3 2020.

tru Independence reported no remaining AvalonBay Communities position as of Q3 2020 after selling out during the quarter.
tru Independence sold 23 AvalonBay Communities shares in Q3 2020, an estimated $4K.
tru Independence first reported a position in AvalonBay Communities in Q4 2019 and held it in 3 quarters.
tru Independence's AvalonBay Communities position peaked at $4K in Q2 2020.
523 funds tracked by Wall St. Rank held AvalonBay Communities as of Q3 2020.

Based on tru Independence's 13F filing for Q3 2020, filed 19 Nov 2020.