Wealthcare Advisory Partners’s AvalonBay Communities AVB Stock Holding History

Wealthcare Advisory Partners’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 Q2	–	Sell	-120	Closed	-$22K	–	645
2021 Q1	$22K	Buy	+120	New	+$21K	﹤0.01%	1164
2020 Q2	–	Sell	-125	Closed	-$18K	–	387
2020 Q1	$18K	Buy	125 +8	+7%	+$1.61K	﹤0.01%	756
2019 Q4	$25K	Hold	117	–	–	﹤0.01%	697
2019 Q3	$25K	Hold	117	–	–	﹤0.01%	686
2019 Q2	$24K	Buy	117 +73	+166%	+$14.8K	﹤0.01%	680
2019 Q1	$9K	Buy	+44	New	+$8.41K	﹤0.01%	831
2017 Q4	–	Sell	-10	Closed	-$2K	–	1075
2017 Q3	$2K	Buy	+10	New	+$1.87K	﹤0.01%	751

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

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

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

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

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Wealthcare Advisory Partners's AVB Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of AvalonBay Communities (AVB) in Q2 2021, closing a stake of 120 shares — an estimated $22K sold.

Wealthcare Advisory Partners first reported a position in AVB in Q3 2017 and held it in 7 quarters. The position peaked at $25K in Q4 2019. 553 funds tracked by Wall St. Rank hold AVB as of Q2 2021.

Wealthcare Advisory Partners reported no remaining AvalonBay Communities position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 120 AvalonBay Communities shares in Q2 2021, an estimated $22K.
Wealthcare Advisory Partners first reported a position in AvalonBay Communities in Q3 2017 and held it in 7 quarters.
Wealthcare Advisory Partners's AvalonBay Communities position peaked at $25K in Q4 2019.
553 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.