WAM
AVB

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 – 584
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

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 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

Wealthspire Advisors (Maryland)'s AVB Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of AvalonBay Communities (AVB) in Q2 2019, closing a stake of 793 shares — an estimated $159K sold.

Wealthspire Advisors (Maryland) first reported a position in AVB in Q4 2015 and held it in 14 quarters. The position peaked at $159K in Q1 2019. 549 funds tracked by Wall St. Rank hold AVB as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining AvalonBay Communities position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 793 AvalonBay Communities shares in Q2 2019, an estimated $159K.
  • Wealthspire Advisors (Maryland) first reported a position in AvalonBay Communities in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s AvalonBay Communities position peaked at $159K in Q1 2019.
  • 549 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.