Wealthcare Capital Management’s AvalonBay Communities AVB Stock Holding History

Wealthcare Capital 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
2020 Q1	–	Sell	-17	Closed	-$4K	–	276
2019 Q4	$4K	Buy	+17	New	+$3.64K	﹤0.01%	269
2015 Q2	–	Sell	-25	Closed	-$4K	–	415
2015 Q1	$4K	Buy	+25	New	+$4.32K	﹤0.01%	671

Other funds holding AVB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wealthcare Capital Management's AVB Position: Q1 2020 in Review

Wealthcare Capital Management sold out of AvalonBay Communities (AVB) in Q1 2020, closing a stake of 17 shares — an estimated $4K sold.

Wealthcare Capital Management first reported a position in AVB in Q1 2015 and held it in 2 quarters. The position peaked at $4K in Q4 2019. 562 funds tracked by Wall St. Rank hold AVB as of Q1 2020.

Wealthcare Capital Management reported no remaining AvalonBay Communities position as of Q1 2020 after selling out during the quarter.
Wealthcare Capital Management sold 17 AvalonBay Communities shares in Q1 2020, an estimated $4K.
Wealthcare Capital Management first reported a position in AvalonBay Communities in Q1 2015 and held it in 2 quarters.
Wealthcare Capital Management's AvalonBay Communities position peaked at $4K in Q4 2019.
562 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2020.

Based on Wealthcare Capital Management's 13F filing for Q1 2020, filed 29 Apr 2020.