Wipfli Financial Advisors’s AvalonBay Communities AVB Stock Holding History

Wipfli Financial Advisors’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
2022 Q3	$112K	Buy	+605	New	+$122K	0.01%	677

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wipfli Financial Advisors's AVB Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in AvalonBay Communities (AVB) in Q3 2022: 605 shares worth $112K. The stake represents 0.01% of the portfolio and ranks #677 among its holdings.

648 funds tracked by Wall St. Rank hold AVB as of Q3 2022.

Wipfli Financial Advisors held 605 shares of AvalonBay Communities worth $112K as of Q3 2022.
AvalonBay Communities was a new Wipfli Financial Advisors position in Q3 2022.
AvalonBay Communities made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #677 holding.
648 funds tracked by Wall St. Rank held AvalonBay Communities as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.