WQ
AVB

Wealth Quarterback’s AvalonBay Communities AVB Stock Holding History

Wealth Quarterback’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
2021
Q3 		$12K Buy
51
+1
+2% +$225 0.01% 430
2021
Q2 		$11K Buy
+50
New +$10K 0.01% 454
2020
Q2 		– Sell
-22
Closed -$3.21K – 153
2020
Q1 		$3.21K Hold
22
– – ﹤0.01% 682
2019
Q4 		$4.54K Buy
+22
New +$4.71K ﹤0.01% 647

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealth Quarterback's AVB Position: Q3 2021 in Review

Wealth Quarterback increased its AvalonBay Communities (AVB) stake by 2% in Q3 2021, buying an estimated $225 and bringing the position to 51 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #430.

Wealth Quarterback first reported a position in AVB in Q4 2019 and has held it in 4 quarters since. 590 funds tracked by Wall St. Rank hold AVB as of Q3 2021.

  • Wealth Quarterback held 51 shares of AvalonBay Communities worth $12K as of Q3 2021.
  • Wealth Quarterback bought 1 AvalonBay Communities share in Q3 2021, an estimated $225.
  • AvalonBay Communities made up 0.01% of Wealth Quarterback's portfolio in Q3 2021, its #430 holding.
  • Wealth Quarterback first reported a position in AvalonBay Communities in Q4 2019 and has held it in 4 quarters since.
  • 590 funds tracked by Wall St. Rank held AvalonBay Communities as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.