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Wealthfront’s AvalonBay Communities AVB Stock Holding History

Wealthfront’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
2018
Q3 		$283K Buy
1,564
+226
+17% +$40.4K ﹤0.01% 456
2018
Q2 		$230K Buy
1,338
+8
+0.6% +$1.32K ﹤0.01% 475
2018
Q1 		$219K Sell
1,330
-3,368
-72% -$552K ﹤0.01% 481
2017
Q4 		$838K Buy
4,698
+539
+13% +$97.8K 0.01% 255
2017
Q3 		$742K Buy
4,159
+1,129
+37% +$212K 0.01% 248
2017
Q2 		$582K Buy
3,030
+891
+42% +$170K 0.01% 240
2017
Q1 		$393K Buy
2,139
+388
+22% +$69.6K 0.01% 274
2016
Q4 		$310K Sell
1,751
-213
-11% -$35.9K 0.01% 287
2016
Q3 		$349K Buy
1,964
+327
+20% +$58.8K 0.01% 248
2016
Q2 		$295K Sell
1,637
-54
-3% -$9.73K 0.01% 261
2016
Q1 		$322K Sell
1,691
-298
-15% -$52.6K 0.01% 230
2015
Q4 		$366K Buy
1,989
+146
+8% +$26.1K 0.01% 184
2015
Q3 		$322K Buy
1,843
+443
+32% +$75K 0.01% 186
2015
Q2 		$224K Sell
1,400
-31
-2% -$5.16K 0.01% 239
2015
Q1 		$249K Buy
1,431
+536
+60% +$92.6K 0.01% 200
2014
Q4 		$146K Buy
895
+126
+16% +$19.8K 0.01% 282
2014
Q3 		$108K Buy
769
+91
+13% +$13.5K 0.01% 274
2014
Q2 		$96K Buy
678
+132
+24% +$18.2K 0.01% 231
2014
Q1 		$72K Buy
+546
New +$68.8K 0.01% 194

Other funds holding AVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthfront's AVB Position: Q3 2018 in Review

Wealthfront increased its AvalonBay Communities (AVB) stake by 17% in Q3 2018, buying an estimated $40.4K and bringing the position to 1,564 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #456.

Wealthfront first reported a position in AVB in Q1 2014 and has held it in 19 quarters since. The position peaked at $838K in Q4 2017. 517 funds tracked by Wall St. Rank hold AVB as of Q3 2018.

  • Wealthfront held 1,564 shares of AvalonBay Communities worth $283K as of Q3 2018.
  • Wealthfront bought 226 AvalonBay Communities shares in Q3 2018, an estimated $40.4K.
  • AvalonBay Communities made up ﹤0.01% of Wealthfront's portfolio in Q3 2018, its #456 holding.
  • Wealthfront first reported a position in AvalonBay Communities in Q1 2014 and has held it in 19 quarters since.
  • Wealthfront's AvalonBay Communities position peaked at $838K in Q4 2017.
  • 517 funds tracked by Wall St. Rank held AvalonBay Communities as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.