VitalStone Financial’s AvalonBay Communities AVB Stock Holding History

VitalStone Financial’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 Q1	–	Sell	-38	Closed	-$7K	–	468
2023 Q4	$7K	Buy	+38	New	+$6.63K	0.01%	296

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 $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

VitalStone Financial's AVB Position: Q1 2024 in Review

VitalStone Financial sold out of AvalonBay Communities (AVB) in Q1 2024, closing a stake of 38 shares — an estimated $7K sold.

VitalStone Financial first reported a position in AVB in Q4 2023 and held it in 1 quarter. The position peaked at $7K in Q4 2023. 704 funds tracked by Wall St. Rank hold AVB as of Q1 2024.

VitalStone Financial reported no remaining AvalonBay Communities position as of Q1 2024 after selling out during the quarter.
VitalStone Financial sold 38 AvalonBay Communities shares in Q1 2024, an estimated $7K.
VitalStone Financial first reported a position in AvalonBay Communities in Q4 2023 and held it in 1 quarter.
VitalStone Financial's AvalonBay Communities position peaked at $7K in Q4 2023.
704 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2024.

Based on VitalStone Financial's 13F filing for Q1 2024, filed 6 May 2024.