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WAM
Wealthspire Advisors (Maryland)’s
AvalonBay Communities
AVB
Stock Holding History
Wealthspire Advisors (Maryland)’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
2019
Q2
–
Sell
-793
Closed
-$159K
–
589
2019
Q1
$159K
Sell
793
-20
-2%
-$3.82K
0.01%
491
2018
Q4
$142K
Buy
813
+367
+82%
+$66.3K
0.01%
497
2018
Q3
$81K
Buy
446
+10
+2%
+$1.79K
0.01%
775
2018
Q2
$75K
Buy
436
+11
+3%
+$1.82K
0.01%
814
2018
Q1
$70K
Buy
425
+20
+5%
+$3.28K
0.01%
856
2017
Q4
$72K
Buy
405
+204
+101%
+$37K
0.01%
851
2017
Q3
$36K
Sell
201
-113
-36%
-$21.2K
﹤0.01%
1090
2017
Q2
$60K
Buy
314
+29
+10%
+$5.54K
0.01%
881
2017
Q1
$52K
Buy
285
+24
+9%
+$4.31K
0.01%
785
2016
Q4
$46K
Sell
261
-322
-55%
-$54.3K
0.01%
789
2016
Q3
$104K
Buy
583
+476
+445%
+$85.6K
0.02%
555
2016
Q2
$19K
Sell
107
-543
-84%
-$97.8K
﹤0.01%
1000
2016
Q1
$124K
Buy
650
+75
+13%
+$13.2K
0.02%
475
2015
Q4
$106K
Buy
+575
New
+$103K
0.02%
505
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1-Year Est. Return
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1-Year Est. Return
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$1.61T AUM
30.72%
1-Year Est. Return
Northern Trust
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$757B AUM
28.64%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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